SIMON CONNELLY (Adviser# 001007273) 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 November 25, 2013.
| Register Name | Financial Advisers |
| Adviser Name | SIMON CONNELLY |
| Adviser Number | 001007273 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000238318 ARTHUR J. GALLAGHER (LIFE SOLUTIONS) LIMITED |
| Licence ABN | 67074697537 |
| Licence Controlled By | OAMPS LTD. |
| Adviser Start Date | 2013-11-25 |
| Appointing Representative Name | ARTHUR J. GALLAGHER (LIFE SOLUTIONS) LIMITED |
| Appointing Representative Number | 000238318 |
| Appointing Representative ABN | 67074697537 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238318 |
ARTHUR J. GALLAGHER (LIFE SOLUTIONS) LIMITED
Licence controlled by: OAMPS LTD. |
2013-11-25 - | ARTHUR J. GALLAGHER (LIFE SOLUTIONS) LIMITED |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2011-03-01 - 2013-11-22 |
| Licence Name | ARTHUR J. GALLAGHER (LIFE SOLUTIONS) LIMITED |
| Licence Number | 000238318 |
| Licence ABN | 67074697537 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GEORGE DIMITRIJEVSKI | Arthur J. Gallagher (life Solutions) Limited | Current | 2016-11-23 |
| ANDREW JANSEN | Arthur J. Gallagher (life Solutions) Limited | Current | 2015-03-09 |
| MATTHEW AITCHISON | Arthur J. Gallagher (life Solutions) Limited | Current | 2010-11-08 |
| MATTHEW KENNEDY | Arthur J. Gallagher (life Solutions) Limited | Current | 2009-11-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GEORGE DIMITRIJEVSKI | Arthur J. Gallagher (life Solutions) Limited | Current | 2016-11-23 |
| ANDREW JANSEN | Arthur J. Gallagher (life Solutions) Limited | Current | 2015-03-09 |
| MATTHEW AITCHISON | Arthur J. Gallagher (life Solutions) Limited | Current | 2010-11-08 |
| MATTHEW KENNEDY | Arthur J. Gallagher (life Solutions) Limited | Current | 2009-11-02 |
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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.