FELICITY GAYE DONNELLY

Licensee: SAPPHIRE ACCOUNTING & TAXATION PTY LIMITED

FELICITY GAYE DONNELLY (Adviser# 001259813) 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 17, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name FELICITY GAYE DONNELLY
Adviser Number 001259813
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 22084987732
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000484539
SAPPHIRE ACCOUNTING & TAXATION PTY LIMITED
Licence Controlled By Felicity Gaye DONNELLY
Adviser Start Date 2016-05-17
Appointing Representative Name SAPPHIRE ACCOUNTING & TAXATION PTY LIMITED
Appointing Representative Number 000484539
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • FELICITY GAYE DONNELLY
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Accounting) University of Western Sydney
RG 146 Training Course Terra Cordis

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000484539 SAPPHIRE ACCOUNTING & TAXATION PTY LIMITED
Licence controlled by: Felicity Gaye DONNELLY
2016-05-17 - SAPPHIRE ACCOUNTING & TAXATION PTY LIMITED

Licensee Information

Licence Name SAPPHIRE ACCOUNTING & TAXATION PTY LIMITED
Licence Number 000484539

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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.