SHAUN GILBERT


Licensee: AJ FINANCIAL PLANNING PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • SHAUN GILBERT
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Economics & Management) Wollongong University
Diploma of Financial Planning Kaplan

Adviser employment history

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

Licensee Information

Licence Name AJ FINANCIAL PLANNING PTY LTD
Licence Number 000387267
Licence ABN 61147115026

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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

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.