ANDREW CHARLES OAKLEY


Licensee: COMMONWEALTH FINANCIAL PLANNING LIMITED

ANDREW CHARLES OAKLEY (Adviser# 001232729) 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 January 30, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANDREW CHARLES OAKLEY
Adviser Number 001232729
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000231139
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence ABN 65003900169
Licence Controlled By COMMONWEALTH BANK OF AUSTRALIA
Adviser Start Date 2017-01-30
Appointing Representative Name COMMONWEALTH FINANCIAL PLANNING LIMITED
Appointing Representative Number 000231139
Appointing Representative ABN 65003900169
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Authorisations to provide financial product advice

  • ANDREW CHARLES OAKLEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
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  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
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  • Securities
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  • Superannuation
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  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan Professional
Securities and Managed Investments Kaplan Professional
University of Western Australia Bachelor of Economics

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
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
2017-01-30 - COMMONWEALTH FINANCIAL PLANNING LIMITED
000307706 APP SECURITIES PTY LTD
Licence controlled by: GREAT WORLD FINANCIAL GROUP PTY LTD
2015-06-22 - 2015-10-20

Licensee Information

Licence Name COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence Number 000231139
Licence ABN 65003900169

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NILAM CHHOTUBHAI DAMANIA Commonwealth Financial Planning Limited Current 2018-08-30
TIMOTHY JOHN RENOUF Commonwealth Financial Planning Limited Current 2018-08-29
ANITA ISABELL PATTERSON Commonwealth Financial Planning Limited Ceased 2018-08-23
DUSTIN ADAMS Commonwealth Financial Planning Limited Current 2018-08-13
TSZ (NICOLE) LEUNG Commonwealth Financial Planning Limited Current 2018-08-10
KARL PAJKOVIC Commonwealth Financial Planning Limited Current 2018-08-09
MATTHEW HOWITT Commonwealth Financial Planning Limited Current 2018-07-19
CHRISTOFFEL VAN DEN BERG Commonwealth Financial Planning Limited Current 2018-07-18
JOSHUA REDMAN Commonwealth Financial Planning Limited Current 2018-07-18
SADIEL SHEIKH Commonwealth Financial Planning Limited Current 2018-07-17

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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.