THOMAS JAMES PURCELL

Licensee: SECURE INVESTMENT PLANNING PTY LTD

THOMAS JAMES PURCELL (Adviser# 000330223) 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 January 1, 2009.

Adviser Overview

Register Name Financial Advisers
Adviser Name THOMAS JAMES PURCELL
Adviser Number 000330223
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000324234
SECURE INVESTMENT PLANNING PTY LTD
Licence ABN 43108566758
Adviser Start Date 2009-01-01
Appointing Representative Name DAVID JOHN LUTZ
Appointing Representative Number 000227559

Authorisations to provide financial product advice

  • THOMAS JAMES PURCELL
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan University
Diploma of Teaching (Primary) Darling Downs Institute of Advanced Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000324234 SECURE INVESTMENT PLANNING PTY LTD 2009-01-01 - DAVID JOHN LUTZ

Licensee Information

Licence Name SECURE INVESTMENT PLANNING PTY LTD
Licence Number 000324234
Licence ABN 43108566758

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ALLYN DOUGLAS CHANT Secure Investment Planning Pty Ltd Ceased 2016-11-21
JOSEPH PAUL SCULLY Secure Investment Planning Pty Ltd Current 2016-07-13
PATRICK FRANCIS CULLEN Secure Investment Planning Pty Ltd Current 2009-01-01
DAVID JOHN LUTZ Secure Investment Planning Pty Ltd Current 2009-01-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ALLYN DOUGLAS CHANT Secure Investment Planning Pty Ltd Ceased 2016-11-21
JOSEPH PAUL SCULLY Secure Investment Planning Pty Ltd Current 2016-07-13
PATRICK FRANCIS CULLEN Secure Investment Planning Pty Ltd Current 2009-01-01
DAVID JOHN LUTZ Secure Investment Planning Pty Ltd Current 2009-01-01

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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.