BILLY TOMLIN


Licensee: OAKWEST HOLDINGS PTY LTD

BILLY TOMLIN (Adviser# 001250773) 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 10, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name BILLY TOMLIN
Adviser Number 001250773
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000222266
OAKWEST HOLDINGS PTY LTD
Licence ABN 17054918295
Adviser Start Date 2017-11-10
Appointing Representative Name OAKWEST HOLDINGS PTY LTD
Appointing Representative Number 000222266
Appointing Representative ABN 17054918295

Authorisations to provide financial product advice

  • BILLY TOMLIN
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000222266 OAKWEST HOLDINGS PTY LTD 2017-11-10 - OAKWEST HOLDINGS PTY LTD
000326450 WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2016-12-20 - 2017-11-06 BDH STERLING PTY LTD

Licensee Information

Licence Name OAKWEST HOLDINGS PTY LTD
Licence Number 000222266
Licence ABN 17054918295

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KOSTER ARJEN Oakwest Holdings Pty Ltd Current 2018-08-01
SIMON HUSSEY Oakwest Holdings Pty Ltd Current 2018-07-11
SIMON DAVID HARVEY Oakwest Holdings Pty Ltd Current 2017-12-21
SIMON BARWICK Oakwest Holdings Pty Ltd Current 2017-11-10
NICHOLAS BOND Oakwest Holdings Pty Ltd Current 2017-11-10
HAYLEY AROHA MAXWELL Oakwest Holdings Pty Ltd Current 2016-12-01
JOSEPH KERWIN Oakwest Holdings Pty Ltd Ceased 2016-10-15
RICHARD COLIN GARDINER Oakwest Holdings Pty Ltd Current 2016-10-01
NEIL ANTHONY THOMASON Oakwest Holdings Pty Ltd Current 2016-08-08
REBECCA MARY ELIZABETH WATSON Oakwest Holdings Pty Ltd Current 2015-03-15

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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.