SHAUN GILBERT (Adviser# 000345722) 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 27, 2017.
Register Name | Financial Advisers |
Adviser Name | SHAUN GILBERT |
Adviser Number | 000345722 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2010 |
Financial Service (AFS) Licence |
Licence# 000387267 AJ FINANCIAL PLANNING PTY LTD |
Licence ABN | 61147115026 |
Adviser Start Date | 2017-07-27 |
Appointing Representative Name | AJ FINANCIAL PLANNING PTY LTD |
Appointing Representative Number | 000387267 |
Appointing Representative ABN | 61147115026 |
Memberships | Association of Financial Advisers (AFA) |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce (Economics & Management) | Wollongong University |
Diploma of Financial Planning | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000387267 | AJ FINANCIAL PLANNING PTY LTD | 2017-07-27 - | AJ FINANCIAL PLANNING PTY LTD |
000339151 | AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LTD | 2010-03-17 - 2013-12-31 | SHAUN GILBERT |
Licence Name | AJ FINANCIAL PLANNING PTY LTD |
Licence Number | 000387267 |
Licence ABN | 61147115026 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
BENJAMIN CROWE | Aj Financial Planning Pty Ltd | Current | 2014-02-24 |
ALEXANDER JAMES JAMIESON | Aj Financial Planning Pty Ltd | Current | 2010-12-16 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
BENJAMIN CROWE | Aj Financial Planning Pty Ltd | Current | 2014-02-24 |
ALEXANDER JAMES JAMIESON | Aj Financial Planning Pty Ltd | Current | 2010-12-16 |
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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.