DANIEL O'LEARY (Adviser# 000340288) 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 November 7, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DANIEL O'LEARY |
| Adviser Number | 000340288 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000402370 AFFINITY WEALTH SERVICES PTY LTD |
| Licence ABN | 59133479115 |
| Adviser Start Date | 2016-11-07 |
| Appointing Representative Name | AFFINITY WEALTH SERVICES PTY LTD |
| Appointing Representative Number | 000402370 |
| Appointing Representative ABN | 59133479115 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Pinnacle |
| Advanced Diploma of Financial Planning | Pinnacle |
| Diploma of Financial Services (Financial Planning) FNS50804 | Kaplan Professional |
| Diploma of Financial Services (Financial Planning) FNS50804 | Kaplan Professional |
| Diploma of Financial Services (Financial Planning) FNS50804 | Pinnacle Financial Services Academy |
| Diploma of Financial Services (Financial Planning) FNS50804 | Pinnacle Financial Services Academy |
| Regulatory Guide (RG) 146 all RG146 skills requirements Accreditation | Kaplan Professional |
| Regulatory Guide (RG) 146 all RG146 skills requirements Accreditation | Kaplan Professional |
| SMSF Specialist Adviser | Mentor Education |
| SMSF Specialist Adviser | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000402370 | AFFINITY WEALTH SERVICES PTY LTD | 2016-11-07 - | AFFINITY WEALTH SERVICES PTY LTD |
| 000338550 |
RIVIERA CAPITAL PTY LTD
Licence controlled by: AFFINITY WEALTH SERVICES PTY LTD ~ Keith JONES |
2009-08-21 - | JOHN SLATER |
| Licence Name | AFFINITY WEALTH SERVICES PTY LTD |
| Licence Number | 000402370 |
| Licence ABN | 59133479115 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BENJAMIN PAUL HEDLEY HOCKING | Affinity Wealth Services Pty Ltd | Current | 2018-08-20 |
| SULOCHANA KULENDRAN | Affinity Wealth Services Pty Ltd | Current | 2018-05-28 |
| AMANDA RENEE HALSE | Affinity Wealth Services Pty Ltd | Current | 2018-04-18 |
| JILLIAN MARY CLARKE | Affinity Wealth Services Pty Ltd | Current | 2017-10-16 |
| JIAYING TAN | Affinity Wealth Services Pty Ltd | Current | 2017-07-28 |
| SUZANNE CARTER | Affinity Wealth Services Pty Ltd | Current | 2017-07-28 |
| PAUL CLIFFORD HOCKING | Affinity Wealth Services Pty Ltd | Current | 2017-06-30 |
| BRENDON D O'SULLIVAN | Affinity Wealth Services Pty Ltd | Current | 2017-06-30 |
| SHARON DIANE KENNEDY | Affinity Wealth Services Pty Ltd | Current | 2017-06-30 |
| LUKE KENNETH ROBSON | Affinity Wealth Services Pty Ltd | Ceased | 2017-06-30 |
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| 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.