PAUL STEPHEN GERRARD


Licensee: APT STRATEGY PTY LTD

PAUL STEPHEN GERRARD (Adviser# 000256666) 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 10, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL STEPHEN GERRARD
Adviser Number 000256666
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1986
Financial Service (AFS) Licence Licence# 000226898
APT STRATEGY PTY LTD
Licence ABN 81058368362
Adviser Start Date 2003-12-10
Appointing Representative Name APT STRATEGY PTY LTD
Appointing Representative Number 000226898
Appointing Representative ABN 81058368362

Authorisations to provide financial product advice

  • PAUL STEPHEN GERRARD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics Flinders University
Master of Business Administration University of Adelaide

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000226898 APT STRATEGY PTY LTD 2003-12-10 - APT STRATEGY PTY LTD

Licensee Information

Licence Name APT STRATEGY PTY LTD
Licence Number 000226898
Licence ABN 81058368362

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
FIONA LOUISE HAYNE Apt Strategy Pty Ltd Current 2018-04-23
NATHAN PAUL KIRKWOOD Apt Strategy Pty Ltd Current 2018-04-23
TAYLOR PANIORA Apt Strategy Pty Ltd Current 2018-04-01
JASON ADAMS Apt Strategy Pty Ltd Current 2018-03-22
JULIE CHRISTINE MATHESON Apt Strategy Pty Ltd Current 2010-07-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
FIONA LOUISE HAYNE Apt Strategy Pty Ltd Current 2018-04-23
NATHAN PAUL KIRKWOOD Apt Strategy Pty Ltd Current 2018-04-23
TAYLOR PANIORA Apt Strategy Pty Ltd Current 2018-04-01
JASON ADAMS Apt Strategy Pty Ltd Current 2018-03-22
JULIE CHRISTINE MATHESON Apt Strategy Pty Ltd Current 2010-07-01

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.