DAVID GEOFFREY PAGE


Licensee: FINANCIAL AFFAIRS PTY LTD

DAVID GEOFFREY PAGE (Adviser# 001001231) 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 15, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID GEOFFREY PAGE
Adviser Number 001001231
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000222154
FINANCIAL AFFAIRS PTY LTD
Licence ABN 52090647984
Adviser Start Date 2016-02-15
Appointing Representative Name FINANCIAL AFFAIRS PTY LTD
Appointing Representative Number 000222154
Appointing Representative ABN 52090647984
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DAVID GEOFFREY PAGE
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Certified Financial Planner Deakin University
Diploma of Financial Planning Deakin University
Graduate Certificate in Commerce Charles Sturt University
Master of Business Administration (Finance) Charles Sturt University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000222154 FINANCIAL AFFAIRS PTY LTD 2016-02-15 - FINANCIAL AFFAIRS PTY LTD
000234457 AB PHILLIPS PTY LTD
Licence controlled by: AUB GROUP LIMITED
2004-01-01 - 2018-01-17 AB PHILLIPS PTY LTD

Licensee Information

Licence Name FINANCIAL AFFAIRS PTY LTD
Licence Number 000222154
Licence ABN 52090647984

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ROWENA MARY THIELE Financial Affairs Pty Ltd Current 2017-05-01
LEONARD SACK Financial Affairs Pty Ltd Current 2017-04-03
WENDY JANE WALLACE Financial Affairs Pty Ltd Current 2016-02-15
LINDA BRIERS Financial Affairs Pty Ltd Ceased 2010-03-22
TIM GOGGIN Financial Affairs Pty Ltd Ceased 2009-11-09
LOUISE BARTHELOT Financial Affairs Pty Ltd Ceased 2009-01-28
CLAIRE WILLIAMS Financial Affairs Pty Ltd Current 2007-11-01
BRETT ANTHONY WILLIAMS Financial Affairs Pty Ltd Current 2002-11-02

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ROWENA MARY THIELE Financial Affairs Pty Ltd Current 2017-05-01
LEONARD SACK Financial Affairs Pty Ltd Current 2017-04-03
WENDY JANE WALLACE Financial Affairs Pty Ltd Current 2016-02-15
LINDA BRIERS Financial Affairs Pty Ltd Ceased 2010-03-22
TIM GOGGIN Financial Affairs Pty Ltd Ceased 2009-11-09
LOUISE BARTHELOT Financial Affairs Pty Ltd Ceased 2009-01-28
CLAIRE WILLIAMS Financial Affairs Pty Ltd Current 2007-11-01
BRETT ANTHONY WILLIAMS Financial Affairs Pty Ltd Current 2002-11-02

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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.