DONALD GREGORY NEVILLE

Licensee: BRIDGES FINANCIAL SERVICES PTY LIMITED

DONALD GREGORY NEVILLE (Adviser# 000226114) 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 December 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name DONALD GREGORY NEVILLE
Adviser Number 000226114
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000240837
BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence ABN 60003474977
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2016-12-01
Appointing Representative Name BRIDGES FINANCIAL SERVICES PTY LIMITED
Appointing Representative Number 000240837
Appointing Representative ABN 60003474977
Memberships Association of Financial Advisers (AFA)
Further Restrictions Superannuation All - excludes Self Managed Superannuation Funds

Authorisations to provide financial product advice

  • DONALD GREGORY NEVILLE
  • ·
  • 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
  • ·
  • Miscellaneous Financial Investment Products

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan Professional Education
Margin Lending and Geared Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240837 BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
Further restrictions: Superannuation All - excludes Self Managed Superannuation Funds
2016-12-01 - BRIDGES FINANCIAL SERVICES PTY LIMITED
000232701 WEALTH MANAGERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 02/06/2017]
Further restrictions: Superannuation - All excludes Self Managed Superannuation Funds
2014-12-10 - 2016-11-30 WEALTH MANAGERS PTY LTD
000224662 WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 17/03/2017]
2003-02-01 - 2012-04-30

Licensee Information

Licence Name BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence Number 000240837
Licence ABN 60003474977

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LAUREN MAREE SMITH Bridges Financial Services Pty Limited Current 2018-07-31
ALBERT ALEXANDER EVANS Bridges Financial Services Pty Limited Current 2018-07-09
JONATHAN SIMS Bridges Financial Services Pty Limited Current 2018-05-22
DEEN MCGOLDRICK Bridges Financial Services Pty Limited Current 2018-04-17
SCOTT PADGETT Bridges Financial Services Pty Limited Ceased 2018-04-03
VIRGINIA JANNETTE HUTCHINS Bridges Financial Services Pty Limited Current 2018-03-26
NICHOLAS JAMES CALHAU Bridges Financial Services Pty Limited Current 2018-03-19
VINCENZO GAGLIARDI Bridges Financial Services Pty Limited Current 2018-02-28
LEANNE MAREE MCLAUGHLIN Bridges Financial Services Pty Limited Current 2018-02-27
ANTHONY PAUL KANE Bridges Financial Services Pty Limited Current 2017-12-06

Competitor

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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.