IAN ROSS GILLIES (Adviser# 000435168) 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 August 19, 2013.
| Register Name | Financial Advisers |
| Adviser Name | IAN ROSS GILLIES |
| Adviser Number | 000435168 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1985 |
| Financial Service (AFS) Licence |
Licence# 000440046 HAMILTON WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 84155674043 |
| Licence Controlled By | HAMILTON WEALTH MANAGEMENT PTY LTD |
| Adviser Start Date | 2013-08-19 |
| Appointing Representative Name | HAMILTON WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000440046 |
| Appointing Representative ABN | 84155674043 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Services Institute of Australia Society of Trust and Estate Practicioners |
|
| Qualification / Degree | Institute / School |
|---|---|
| BBus | RMIT |
| Certificate 4 in Training and Assessment | FPA |
| Certified Financial Planner | FPA |
| Diploma of Financial Planning | FPA |
| Securities Institute Certificate | Securities Institute of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000440046 |
HAMILTON WEALTH MANAGEMENT PTY LTD
Licence controlled by: HAMILTON WEALTH MANAGEMENT PTY LTD |
2013-08-19 - | HAMILTON WEALTH MANAGEMENT PTY LTD |
| 000226896 | CREDIT SUISSE AG | 2007-09-01 - 2012-05-30 | |
| 000231127 |
CRESTONE WEALTH MANAGEMENT LIMITED
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] |
1999-01-15 - 2007-06-15 |
| Licence Name | HAMILTON WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000440046 |
| Licence ABN | 84155674043 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN LEIGHTON GREEN | Hamilton Wealth Management Pty Ltd | Current | 2016-02-21 |
| WILLIAM BIRD | Hamilton Wealth Management Pty Ltd | Ceased | 2015-02-02 |
| WILLIAM FORESTER HAMILTON | Hamilton Wealth Management Pty Ltd | Current | 2014-01-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN LEIGHTON GREEN | Hamilton Wealth Management Pty Ltd | Current | 2016-02-21 |
| WILLIAM BIRD | Hamilton Wealth Management Pty Ltd | Ceased | 2015-02-02 |
| WILLIAM FORESTER HAMILTON | Hamilton Wealth Management Pty Ltd | Current | 2014-01-01 |
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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.