GERARD DANIEL TRAPNELL (Adviser# 001245068) 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 May 25, 2018.
| Register Name | Financial Advisers |
| Adviser Name | GERARD DANIEL TRAPNELL |
| Adviser Number | 001245068 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000313207 HARPER FINANCIAL GROUP PTY. LTD. |
| Licence ABN | 46124548812 |
| Adviser Start Date | 2018-05-25 |
| Appointing Representative Name | HARPER FINANCIAL GROUP PTY. LTD. |
| Appointing Representative Number | 000313207 |
| Appointing Representative ABN | 46124548812 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
| Further Restrictions | Limited to product advice about:-superannuation products, securities, simple managed investment schemes as defined in the Corporations Regulations 2001, general and life insurance, and basic deposit products. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Chartered Accountants Course | CAANZ/ICAA |
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000313207 |
HARPER FINANCIAL GROUP PTY. LTD.
Further restrictions: Limited to product advice about:-superannuation products, securities, simple managed investment schemes as defined in the Corporations Regulations 2001, general and life insurance, and basic deposit products. |
2018-05-25 - | HARPER FINANCIAL GROUP PTY. LTD. |
| Licence Name | HARPER FINANCIAL GROUP PTY. LTD. |
| Licence Number | 000313207 |
| Licence ABN | 46124548812 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BOYES MATTHEW JAMES | Harper Financial Group Pty. Ltd. | Current | 2018-05-25 |
| MICHAEL ANDREW SINCLAIR | Harper Financial Group Pty. Ltd. | Current | 2018-05-25 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BOYES MATTHEW JAMES | Harper Financial Group Pty. Ltd. | Current | 2018-05-25 |
| MICHAEL ANDREW SINCLAIR | Harper Financial Group Pty. Ltd. | Current | 2018-05-25 |
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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.