GAVIN BRUCE HART

Licensee: LIBERTAS FINANCIAL PLANNING PTY LTD

GAVIN BRUCE HART (Adviser# 000229518) 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 June 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name GAVIN BRUCE HART
Adviser Number 000229518
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000429718
LIBERTAS FINANCIAL PLANNING PTY LTD
Licence ABN 27160419134
Adviser Start Date 2016-06-01
Appointing Representative Name LIBERTAS FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000429718
Appointing Representative ABN 27160419134

Authorisations to provide financial product advice

  • GAVIN BRUCE HART
  • ·
  • 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
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Graduate Diploma Applied Finance and Investment Securities Institute
Margin Lending & Geared Investments Adviser Accreditation Kaplan
Risk Management Kaplan
Statement of Compliance Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000429718 LIBERTAS FINANCIAL PLANNING PTY LTD 2016-06-01 - LIBERTAS FINANCIAL PLANNING PTY LTD
000224662 WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 17/03/2017]
Further restrictions: Can advise on Superannuation except Self Managed Superannuation Funds
2013-03-01 - 2016-06-01 WESTERN PACIFIC FINANCIAL GROUP PTY LTD
000240959 ACTUATE ALLIANCE SERVICES PTY LTD
Licence controlled by: IOOF HOLDINGS LTD
2008-05-01 - 2013-03-01

Licensee Information

Licence Name LIBERTAS FINANCIAL PLANNING PTY LTD
Licence Number 000429718
Licence ABN 27160419134

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRUCE BERNHARDT FOYE Libertas Financial Planning Pty Ltd Current 2018-07-24
SANJAY INDRAVADAN MEHTA Libertas Financial Planning Pty Ltd Ceased 2018-07-09
DOUGLAS DAVID TOGNOLINI Libertas Financial Planning Pty Ltd Current 2018-07-05
ANDREW DOUGHERTY Libertas Financial Planning Pty Ltd Current 2018-07-05
ALLAN DAVID MOORE Libertas Financial Planning Pty Ltd Current 2018-07-04
GREGORY LUCAS Libertas Financial Planning Pty Ltd Current 2018-07-04
GLENN ALLAN CAMERON Libertas Financial Planning Pty Ltd Current 2018-07-04
BRIGETTE SQUILLACIOTI Libertas Financial Planning Pty Ltd Current 2018-03-09
AYMERIC LECOLE Libertas Financial Planning Pty Ltd Current 2017-11-09
ELIZABETH NATALIE SALINAS Libertas Financial Planning Pty Ltd Current 2017-11-01

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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.