AMANDA STEPHANIE NIELSEN


Licensee: OAKWOOD FINANCIAL GROUP PTY LIMITED

AMANDA STEPHANIE NIELSEN (Adviser# 001000199) 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 March 17, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name AMANDA STEPHANIE NIELSEN
Adviser Number 001000199
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000255231
OAKWOOD FINANCIAL GROUP PTY LIMITED
Licence ABN 11063291163
Adviser Start Date 2015-03-17
Appointing Representative Name OAKWOOD FINANCIAL GROUP PTY LIMITED
Appointing Representative Number 000255231
Appointing Representative ABN 11063291163
Memberships Chartered Accountants Australia and New Zealand (CA)
SMSF Association
Further Restrictions Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.

Authorisations to provide financial product advice

  • AMANDA STEPHANIE NIELSEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Bachelor of Commerce University of Western Australia
Certificate of Public Practice Chartered Accountants
Diploma of Financial Planning Kaplan Professional Education
SMSF Specialist Auditor Self Managed Super Fund Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000255231 OAKWOOD FINANCIAL GROUP PTY LIMITED
Further restrictions: Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.
2015-03-17 - OAKWOOD FINANCIAL GROUP PTY LIMITED

Licensee Information

Licence Name OAKWOOD FINANCIAL GROUP PTY LIMITED
Licence Number 000255231
Licence ABN 11063291163

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GARRY JOHN MENSFORTH Oakwood Financial Group Pty Limited Current 2005-08-31
PETER GORDON MCINTYRE Oakwood Financial Group Pty Limited Current 2005-08-31
MATTHEW JAMES RUTTER Oakwood Financial Group Pty Limited Current 2005-08-31
SARAH JANE CAVANAGH Oakwood Financial Group Pty Limited Current 2005-08-31

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GARRY JOHN MENSFORTH Oakwood Financial Group Pty Limited Current 2005-08-31
PETER GORDON MCINTYRE Oakwood Financial Group Pty Limited Current 2005-08-31
MATTHEW JAMES RUTTER Oakwood Financial Group Pty Limited Current 2005-08-31
SARAH JANE CAVANAGH Oakwood Financial Group Pty Limited Current 2005-08-31

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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.