DEEN MCGOLDRICK (Adviser# 001005585) 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 April 17, 2018.
| Register Name | Financial Advisers |
| Adviser Name | DEEN MCGOLDRICK |
| Adviser Number | 001005585 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000240837 BRIDGES FINANCIAL SERVICES PTY LIMITED |
| Licence ABN | 60003474977 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2018-04-17 |
| Appointing Representative Name | BRIDGES FINANCIAL SERVICES PTY LIMITED |
| Appointing Representative Number | 000240837 |
| Appointing Representative ABN | 60003474977 |
| Memberships | Financial Planning Association (FPA) - Certified Financial Planner |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Graduate Certificate of Applied Finance | Kaplan Professional |
| Graduate Diploma of Financial Planning | Kaplan Professional |
| Master of Applied Finance | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240837 |
BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2018-04-17 - | BRIDGES FINANCIAL SERVICES PTY LIMITED |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending |
2017-11-03 - 2018-03-28 | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| 000238430 |
STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016] |
2017-04-18 - 2017-10-05 | STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED |
| 000225216 |
HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED |
2016-12-21 - 2017-03-31 | HNW PLANNING PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Charter & SMSF AdviceOne off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2016-02-01 - 2016-12-06 | CHARTER FINANCIAL PLANNING LIMITED |
| 000231103 |
FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence controlled by: FIDUCIAN GROUP LIMITED |
2015-03-17 - 2016-01-01 | FIDUCIAN FINANCIAL SERVICES PTY LTD |
| 000238098 |
CITIGROUP PTY LIMITED
Licence controlled by: Citi Investments Bahamas Limited ~ Citi Overseas Holdings Bahamas Limited |
2014-07-14 - 2014-12-18 | |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2013-06-13 - 2014-07-07 | |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2008-01-11 - 2013-04-29 |
| Licence Name | BRIDGES FINANCIAL SERVICES PTY LIMITED |
| Licence Number | 000240837 |
| Licence ABN | 60003474977 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LAUREN MAREE SMITH | Bridges Financial Services Pty Limited | Current | 2018-07-31 |
| ALBERT ALEXANDER EVANS | Bridges Financial Services Pty Limited | Current | 2018-07-09 |
| JONATHAN SIMS | Bridges Financial Services Pty Limited | Current | 2018-05-22 |
| SCOTT PADGETT | Bridges Financial Services Pty Limited | Ceased | 2018-04-03 |
| VIRGINIA JANNETTE HUTCHINS | Bridges Financial Services Pty Limited | Current | 2018-03-26 |
| NICHOLAS JAMES CALHAU | Bridges Financial Services Pty Limited | Current | 2018-03-19 |
| VINCENZO GAGLIARDI | Bridges Financial Services Pty Limited | Current | 2018-02-28 |
| LEANNE MAREE MCLAUGHLIN | Bridges Financial Services Pty Limited | Current | 2018-02-27 |
| ANTHONY PAUL KANE | Bridges Financial Services Pty Limited | Current | 2017-12-06 |
| JACK ELLIOTT DAVIES | Bridges Financial Services Pty Limited | Current | 2017-10-13 |
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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.