GARY JOHN WALKLEY


Licensee: FREEDOM WEALTH SERVICES PTY. LTD.

GARY JOHN WALKLEY (Adviser# 000466636) 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 February 2, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name GARY JOHN WALKLEY
Adviser Number 000466636
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000502934
FREEDOM WEALTH SERVICES PTY. LTD.
Licence Controlled By FREEDOM WEALTH SERVICES PTY. LTD.
FREEDOM WEALTH UNIT HOLDINGS PTY LTD
Brett NEWBOUND [Date Ceased: 02/02/2018]
Adviser Start Date 2018-02-02
Appointing Representative Name FREEDOM WEALTH SERVICES PTY. LTD.
Appointing Representative Number 000502934
Memberships FPA - Financial Planning Association
FPA - Financial Planning Association

Authorisations to provide financial product advice

  • GARY JOHN WALKLEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Integrity Education
Advanced Diploma of Financial Planning Integrity Education
Diploma of Financial Planning Integrity Education Group
Diploma of Financial Planning Integrity Education Group

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000502934 FREEDOM WEALTH SERVICES PTY. LTD.
Licence controlled by: FREEDOM WEALTH SERVICES PTY. LTD. ~ FREEDOM WEALTH UNIT HOLDINGS PTY LTD ~ Brett NEWBOUND [Date Ceased: 02/02/2018]
2018-02-02 - FREEDOM WEALTH SERVICES PTY. LTD.
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2015-05-06 - 2018-01-24 AMP FINANCIAL PLANNING PTY LIMITED
000246638 INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD
2014-10-09 - INTERPRAC FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name FREEDOM WEALTH SERVICES PTY. LTD.
Licence Number 000502934

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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.