DAVID NAGLE (Adviser# 001001523) 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 5, 2018.
Register Name | Financial Advisers |
Adviser Name | DAVID NAGLE |
Adviser Number | 001001523 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2003 |
Financial Service (AFS) Licence |
Licence# 000237333 VICSUPER PTY LTD |
Licence ABN | 69087619412 |
Adviser Start Date | 2018-06-05 |
Appointing Representative Name | VICSUPER PTY LTD |
Appointing Representative Number | 000237333 |
Appointing Representative ABN | 69087619412 |
Memberships | Financial Planning Association of Australia (FPA) |
Further Restrictions | VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters. |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce | Deakin University |
Diploma of Financial Services (Financial Planning) | FPA |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000237333 |
VICSUPER PTY LTD
Further restrictions: VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters. |
2018-06-05 - | VICSUPER PTY LTD |
000237898 |
BENDIGO FINANCIAL PLANNING LIMITED
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED |
2013-10-21 - 2018-04-20 | BENDIGO FINANCIAL PLANNING LIMITED |
000278937 |
THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD |
2010-10-01 - 2013-10-21 | BRIAN LINDSAY QUARRELL |
000238078 | WHEELER INVESTMENT ADVISORS PTY. LTD. | 2003-12-01 - 2010-09-30 |
Licence Name | VICSUPER PTY LTD |
Licence Number | 000237333 |
Licence ABN | 69087619412 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
WILLIAM VUONG | Vicsuper Pty Ltd | Current | 2018-08-13 |
MARTIN SOUTHCOMBE | Vicsuper Pty Ltd | Current | 2018-07-19 |
ADAM JAMES MIDDLEMIS | Vicsuper Pty Ltd | Current | 2018-06-07 |
REBECCA PAULA CHEEVERS | Vicsuper Pty Ltd | Current | 2018-03-01 |
SHARON SHEEHAN | Vicsuper Pty Ltd | Ceased | 2017-07-07 |
PAUL ASSELMAN | Vicsuper Pty Ltd | Current | 2016-09-02 |
NICK GOEL | Vicsuper Pty Ltd | Current | 2016-07-18 |
MELISSA FOSTER | Vicsuper Pty Ltd | Current | 2016-03-30 |
BIANCA ABELA | Vicsuper Pty Ltd | Current | 2015-07-14 |
STEPHEN CHAINEY | Vicsuper Pty Ltd | Ceased | 2015-02-13 |
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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.