DAVID PAUL SEARLE

Licensee: HILLROSS FINANCIAL SERVICES LIMITED

DAVID PAUL SEARLE (Adviser# 000274560) 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 July 10, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID PAUL SEARLE
Adviser Number 000274560
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000232705
HILLROSS FINANCIAL SERVICES LIMITED
Licence ABN 77003323055
Licence Controlled By AMP ADVICE HOLDINGS PTY LTD
AMP LIMITED [Date Ceased: 27/02/2016]
Adviser Start Date 2017-07-10
Appointing Representative Name HILLROSS FINANCIAL SERVICES LIMITED
Appointing Representative Number 000232705
Appointing Representative ABN 77003323055
Further Restrictions Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorisations to provide financial product advice

  • DAVID PAUL SEARLE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Markets Securities Institute
Diploma of Financial Planning International Institute of Technology Pty Ltd (IIT)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000232705 HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2017-07-10 - HILLROSS FINANCIAL SERVICES LIMITED
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
2016-07-04 - 2017-06-30 COMMONWEALTH FINANCIAL PLANNING LIMITED
000232514 INDUSTRY FUND SERVICES LIMITED
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD.
Further restrictions: (a)provide financial product advice for the following classes of financial products:(i)deposit and payment products limited to:(A)basic deposit products;(B)deposit products other than basic deposit products;(ii)debentures, stocks or bonds issued or proposed to be issued by a Government;(iii)life products including:(A)investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(B)life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(iv)interests in managed investment schemes including, but not limited to:(A)investor directed portfolio services (IDPS); and (B)managed investment schemes that are IDPS-like schemes;(v)securities;(vi)standard margin lending facility; and(vii)superannuation, excluding Self Managed Superannuation Funds (SMSFs);(b)deal in a financial product by:(i)applying for, acquiring, varying or di
2015-11-19 - 2016-05-03 INDUSTRY FUND SERVICES LIMITED
000411440 MY SUPER FUTURE PTY LTD
Licence controlled by: COMBINED FUND SERVICES PTY LTD
2012-04-02 - 2015-08-08 MY SUPER FUTURE PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2004-04-01 - 2012-04-30 DAVID PAUL SEARLE

Licensee Information

Licence Name HILLROSS FINANCIAL SERVICES LIMITED
Licence Number 000232705
Licence ABN 77003323055

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHARITH FRANCIS RODRIGO Hillross Financial Services Limited Current 2018-08-27
COREY BLATTMAN Hillross Financial Services Limited Current 2018-08-17
DAVID WILLIAM STOGDALE Hillross Financial Services Limited Current 2018-08-09
EDWARD JOHN MACARTNEY Hillross Financial Services Limited Current 2018-07-24
KIERAN IAN BROGLE Hillross Financial Services Limited Current 2018-07-06
MADDISON PRICE Hillross Financial Services Limited Current 2018-07-03
ANTONIA BABANIS Hillross Financial Services Limited Current 2018-06-21
FENGLIN JIA Hillross Financial Services Limited Current 2018-06-14
JACOB DANIEL PAMA Hillross Financial Services Limited Current 2018-06-13
MICHAEL JOHN WEDLOCK Hillross Financial Services Limited Current 2018-05-30

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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.