DAVID WILLIAM LOFTHOUSE


Licensee: MY DEDICATED ADVISORY PTY LTD

DAVID WILLIAM LOFTHOUSE (Adviser# 001237622) 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 27, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID WILLIAM LOFTHOUSE
Adviser Number 001237622
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000485683
MY DEDICATED ADVISORY PTY LTD
Adviser Start Date 2018-04-27
Appointing Representative Name MY DEDICATED ADVISORY PTY LTD
Appointing Representative Number 000485683
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

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

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan Education Pty Ltd
Certified Financial Planner Certification Financial Planning Association of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000485683 MY DEDICATED ADVISORY PTY LTD 2018-04-27 - MY DEDICATED ADVISORY PTY LTD
000238318 ARTHUR J. GALLAGHER (LIFE SOLUTIONS) LIMITED
Licence controlled by: OAMPS LTD.
2015-12-01 - 2017-07-28 ARTHUR J. GALLAGHER (LIFE SOLUTIONS) LIMITED

Licensee Information

Licence Name MY DEDICATED ADVISORY PTY LTD
Licence Number 000485683

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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.