GINA MARIA DAVIDSON (Adviser# 000428314) 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 14, 2017.
| Register Name | Financial Advisers |
| Adviser Name | GINA MARIA DAVIDSON |
| Adviser Number | 000428314 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000254544 GPS WEALTH LTD |
| Licence ABN | 17005482726 |
| Licence Controlled By | EASTON INVESTMENTS LIMITED |
| Adviser Start Date | 2017-11-14 |
| Appointing Representative Name | SONDERGAARD ACCOUNTANTS PTY LTD |
| Appointing Representative Number | 001259797 |
| Memberships |
SMSF Association The Tax Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Arts with Honours | University of Wolverhampton |
| Chartered Tax Adviser (CTA) | The Tax Institute |
| Diploma of Financial Planning | Monarch Institute |
| Graduate Diploma of Applied Tax Law | The Tax Institute |
| SMSF Specialist Advisor | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000254544 |
GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED |
2017-11-14 - | SONDERGAARD ACCOUNTANTS PTY LTD |
| 000223135 |
CAPSTONE FINANCIAL PLANNING PTY LTD
Further restrictions: Is only authorised to: provide financial product advice on self managed superannuation funds; arrange to deal in an interest in a self managed superannuation fund; provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: -making a recommendation that the person establish a self managed superannuation fund; or -providing advice to the person on contributions or pensions under a superannuation product; provide class of product advice on the following: -superannuation products; -securities; -simple managed investment schemes; -life risk insurance products; and -basic deposit products. |
2016-06-01 - 2017-11-14 | SONDERGAARD SMSF SPECIALISTS PTY LTD |
| 000240506 | GUARDIAN SECURITIES LIMITED | 2013-08-21 - 2016-05-05 | GINA MARIA DAVIDSON |
| 000345905 | MYPLANNER AUSTRALIA PTY LTD | 2013-03-19 - 2013-05-20 | GINA MARIA DAVIDSON |
| 000345905 | MYPLANNER AUSTRALIA PTY LTD | 2012-09-07 - 2013-03-19 | GINA MARIA DAVIDSON |
| Licence Name | GPS WEALTH LTD |
| Licence Number | 000254544 |
| Licence ABN | 17005482726 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LESLEY ANNE CROSS | Gps Wealth Ltd | Current | 2018-08-27 |
| PRISCILLA HARRIET STRELOW | Gps Wealth Ltd | Current | 2018-08-27 |
| KIM MOONEY | Gps Wealth Ltd | Current | 2018-08-13 |
| GAMBHIR WATTS | Gps Wealth Ltd | Current | 2018-08-13 |
| CLAIRE MARTIN | Gps Wealth Ltd | Current | 2018-08-10 |
| LEIGH VICTOR VELLA | Gps Wealth Ltd | Current | 2018-07-26 |
| JOHN PAUL EDWARDS | Gps Wealth Ltd | Current | 2018-07-26 |
| ANDREW JAMES HAYNES | Gps Wealth Ltd | Current | 2018-07-12 |
| MARK NOEL WORRALL | Gps Wealth Ltd | Current | 2018-07-10 |
| ALEXANDAR BOZINOVSKI | Gps Wealth Ltd | Current | 2018-07-02 |
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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.