ADAM LEE JAMES O'NEILL (Adviser# 000340311) 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 October 5, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ADAM LEE JAMES O'NEILL |
| Adviser Number | 000340311 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000500196 MYLEGACY FINANCIAL PLANNING PTY LTD |
| Licence Controlled By |
Adam Lee James O'NEILL Jamie Callan GANT |
| Adviser Start Date | 2017-10-05 |
| Appointing Representative Name | MYLEGACY FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000500196 |
|
| Qualification / Degree | Institute / School |
|---|---|
| DFS2 (Life Insurance), DFS3 (Securities & Derivatives), DFS4 (Super & MI) | AAMC |
| Dip Fin Plan Assessment 1 | AAMC |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000500196 |
MYLEGACY FINANCIAL PLANNING PTY LTD
Licence controlled by: Adam Lee James O'NEILL ~ Jamie Callan GANT |
2017-10-05 - | MYLEGACY FINANCIAL PLANNING PTY LTD |
| 000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Superannuation- Not Authorised to provide SMSF advice; Securities - Class of product only; Government Debentures or Stocks or Bonds - Class of product only. |
2011-02-28 - 2017-10-03 | MILLENNIUM 3 FINANCIAL SERVICES PTY LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2009-08-25 - 2011-02-28 |
| Licence Name | MYLEGACY FINANCIAL PLANNING PTY LTD |
| Licence Number | 000500196 |
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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.