ANDREW DOUGHERTY


Licensee: LIBERTAS FINANCIAL PLANNING PTY LTD

ANDREW DOUGHERTY (Adviser# 000329203) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 5, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANDREW DOUGHERTY
Adviser Number 000329203
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000429718
LIBERTAS FINANCIAL PLANNING PTY LTD
Licence ABN 27160419134
Adviser Start Date 2018-07-05
Appointing Representative Name LIBERTAS FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000429718
Appointing Representative ABN 27160419134
Memberships mfaa
Further Restrictions Excluding Self Managed Superannuation Funds and Standard Margin Lending

Authorisations to provide financial product advice

  • ANDREW DOUGHERTY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) FNS60404 Mentor Education group
Bachelor of Business The University Of New England
Diploma of Financial Planning FNS50804 Mentor Education group

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000429718 LIBERTAS FINANCIAL PLANNING PTY LTD
Further restrictions: Excluding Self Managed Superannuation Funds and Standard Margin Lending
2018-07-05 - LIBERTAS FINANCIAL PLANNING PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2013-04-30 - 2018-07-04 DOVER FINANCIAL ADVISERS PTY LTD
000225379 THE SALISBURY GROUP PTY LTD 2009-09-30 - 2013-04-30

Licensee Information

Licence Name LIBERTAS FINANCIAL PLANNING PTY LTD
Licence Number 000429718
Licence ABN 27160419134

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRUCE BERNHARDT FOYE Libertas Financial Planning Pty Ltd Current 2018-07-24
SANJAY INDRAVADAN MEHTA Libertas Financial Planning Pty Ltd Ceased 2018-07-09
DOUGLAS DAVID TOGNOLINI Libertas Financial Planning Pty Ltd Current 2018-07-05
ALLAN DAVID MOORE Libertas Financial Planning Pty Ltd Current 2018-07-04
GREGORY LUCAS Libertas Financial Planning Pty Ltd Current 2018-07-04
GLENN ALLAN CAMERON Libertas Financial Planning Pty Ltd Current 2018-07-04
BRIGETTE SQUILLACIOTI Libertas Financial Planning Pty Ltd Current 2018-03-09
AYMERIC LECOLE Libertas Financial Planning Pty Ltd Current 2017-11-09
ELIZABETH NATALIE SALINAS Libertas Financial Planning Pty Ltd Current 2017-11-01
BLANCHE CHAN Libertas Financial Planning Pty Ltd Current 2017-11-01

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.