RAYMOND CHARLES O'TOOLE (Adviser# 000468893) 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 January 3, 2018.
| Register Name | Financial Advisers |
| Adviser Name | RAYMOND CHARLES O'TOOLE |
| Adviser Number | 000468893 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1985 |
| Financial Service (AFS) Licence |
Licence# 000478547 GILLESPIE FINANCE DIRECTIONS PTY LTD |
| Adviser Start Date | 2018-01-03 |
| Appointing Representative Name | GILLESPIE FINANCE DIRECTIONS PTY LTD |
| Appointing Representative Number | 000478547 |
| Memberships |
Australian Institute of Management (AIM) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Listed Product Adviser Program | Kaplan Professional |
| Agency Management Training Course Accreditation | Agency Management Training Council |
| Diploma of Financial Planning (Units 1-8) | Financial Planning Association of Australia (FPA) |
| Personal Insurance & Business Insurance | Life Underwriters Association |
| Self Managed Superannuation Funds | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000478547 | GILLESPIE FINANCE DIRECTIONS PTY LTD | 2018-01-03 - | GILLESPIE FINANCE DIRECTIONS PTY LTD |
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2014-11-17 - 2017-12-31 | EVERALLS WEALTH MANAGEMENT PTY LTD |
| 000238430 |
STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016] |
2013-04-15 - 2014-10-23 | |
| 000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
2003-10-26 - 2013-03-29 |
| Licence Name | GILLESPIE FINANCE DIRECTIONS PTY LTD |
| Licence Number | 000478547 |
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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.