PAUL CONNELLEY

Licensee: BLUEWATER FINANCIAL ADVISORS PTY LTD

PAUL CONNELLEY (Adviser# 000273266) 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 January 31, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL CONNELLEY
Adviser Number 000273266
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1985
Financial Service (AFS) Licence Licence# 000411846
BLUEWATER FINANCIAL ADVISORS PTY LTD
Licence ABN 99153118533
Adviser Start Date 2018-01-31
Appointing Representative Name BLUEWATER FINANCIAL ADVISORS PTY LTD
Appointing Representative Number 000411846
Appointing Representative ABN 99153118533
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PAUL CONNELLEY
  • ·
  • 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
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
B.Commerce (Accounting Finance & Systems) The University of NSW
Certified Financial Planner FPA
Diploma of Financial Planning Financial Planning Assoc of Aust / Deakin Uni
Graduate Diploma Applied Finance & Investment Securities Institute of Australia.
Graduate Diploma

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000411846 BLUEWATER FINANCIAL ADVISORS PTY LTD 2018-01-31 - BLUEWATER FINANCIAL ADVISORS PTY LTD
000244252 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Government Debentures, Stocks or Bonds - Class of product only.
2007-12-14 - 2018-01-25 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name BLUEWATER FINANCIAL ADVISORS PTY LTD
Licence Number 000411846
Licence ABN 99153118533

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BEVAN HENERIC Bluewater Financial Advisors Pty Ltd Current 2018-07-30
PAUL JAN BILINSKI Bluewater Financial Advisors Pty Ltd Current 2018-07-01
GRAHAME IRVINE CRAIG Bluewater Financial Advisors Pty Ltd Current 2018-07-01
DAVID EARLEY Bluewater Financial Advisors Pty Ltd Current 2018-07-01
JUDY ZONG Bluewater Financial Advisors Pty Ltd Current 2018-07-01
MITCHELL AARON JOHNSTON Bluewater Financial Advisors Pty Ltd Current 2018-07-01
PETER PAUL SOBCZUK-MURAWCZAK Bluewater Financial Advisors Pty Ltd Current 2018-07-01
KIMBERLY PAGE Bluewater Financial Advisors Pty Ltd Current 2018-07-01
TYSON THOMAS JONAS Bluewater Financial Advisors Pty Ltd Current 2018-07-01
BRUCE EDWARD BOUNDY Bluewater Financial Advisors Pty Ltd Current 2018-07-01

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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.