SIMON JAMES O'DONNELL (Adviser# 001000497) 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 June 4, 2013.
| Register Name | Financial Advisers |
| Adviser Name | SIMON JAMES O'DONNELL |
| Adviser Number | 001000497 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1995 |
| Financial Service (AFS) Licence |
Licence# 000436298 INTEGRITY PRIVATE WEALTH PTY LTD |
| Licence ABN | 45161731479 |
| Adviser Start Date | 2013-06-04 |
| Appointing Representative Name | INTEGRITY PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000436298 |
| Appointing Representative ABN | 45161731479 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ADA1 | Kaplan |
| BA Business and Economics | California Lutheran University |
| Diploma Applied Finance | Securities Institute of Australia |
| Diploma of Financial Planning | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000436298 | INTEGRITY PRIVATE WEALTH PTY LTD | 2013-06-04 - | INTEGRITY PRIVATE WEALTH PTY LTD |
| 000238375 |
WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD |
2006-10-05 - 2013-04-28 | |
| 000238814 | COMMONWEALTH SECURITIES LIMITED | 1999-07-01 - 2006-09-04 |
| Licence Name | INTEGRITY PRIVATE WEALTH PTY LTD |
| Licence Number | 000436298 |
| Licence ABN | 45161731479 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TIMOTHY FULLER | Integrity Private Wealth Pty Ltd | Current | 2018-07-01 |
| DAVID LENNAN | Integrity Private Wealth Pty Ltd | Current | 2013-10-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TIMOTHY FULLER | Integrity Private Wealth Pty Ltd | Current | 2018-07-01 |
| DAVID LENNAN | Integrity Private Wealth Pty Ltd | Current | 2013-10-01 |
Please comment or provide details below to improve the information on .
| 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.