GILLIAN RODE


Licensee: ADVOCATE ADVISORY PTY. LTD.

GILLIAN RODE (Adviser# 001001982) 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 December 7, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name GILLIAN RODE
Adviser Number 001001982
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000405576
ADVOCATE ADVISORY PTY. LTD.
Licence ABN 14150153503
Adviser Start Date 2017-12-07
Appointing Representative Name ADVOCATE ADVISORY PTY. LTD.
Appointing Representative Number 000405576
Appointing Representative ABN 14150153503
Memberships Australian Institute of Superannuation Trustees (AIST)
Australian Society of Certified Practising Accountants
Financial Planning Association of Australia (FPA)
Mortgage & Finance Association of Australia

Authorisations to provide financial product advice

  • GILLIAN RODE
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • 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
Diploma Of Finance Intellitrain
Diploma Of Financial Planning Deakin University
Graduate Diploma Accounting Monash University
Master Of Practicing Accounting Monash University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000405576 ADVOCATE ADVISORY PTY. LTD. 2017-12-07 - ADVOCATE ADVISORY PTY. LTD.
000235249 H.E.S.T. AUSTRALIA LTD.
Further restrictions: Authorised to provide personal financial product advice to retail clients on: a) HESTA b) HESTA Personal Super c) HESTA Income Stream
2012-11-26 - 2017-12-04 H.E.S.T. AUSTRALIA LTD.
000342893 DJA CAPITAL PTY. LTD. 2010-12-07 - 2012-11-26 GILLIAN RODE
000243320 DEVERE AUSTRALIA GROUP PTY LTD 2004-01-01 - 2010-12-06 GILLIAN RODE

Licensee Information

Licence Name ADVOCATE ADVISORY PTY. LTD.
Licence Number 000405576
Licence ABN 14150153503

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
COLIN BRUCE PETTIGREW Advocate Advisory Pty. Ltd. Current 2018-03-19
ANDREW BOWRING Advocate Advisory Pty. Ltd. Current 2018-01-22
ERIK DONERT Advocate Advisory Pty. Ltd. Current 2017-12-07
LOU D'ORAZIO Advocate Advisory Pty. Ltd. Current 2017-11-17
IAN LEONARD CHAPMAN Advocate Advisory Pty. Ltd. Ceased 2017-11-06
PETER JACKSON Advocate Advisory Pty. Ltd. Current 2016-06-17
MICHAEL JOSEPH HARKIN Advocate Advisory Pty. Ltd. Current 2014-12-16
MARGARET FRANKLIN Advocate Advisory Pty. Ltd. Current 2013-05-22
JASON VALENTINE DAVIS Advocate Advisory Pty. Ltd. Current 2011-10-19
WILLIAM LOUIS VINCENT SCHIRALLI Advocate Advisory Pty. Ltd. Current 2011-09-30

Competitor

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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.