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.
| 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. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Markets | Securities Institute |
| Diploma of Financial Planning | International Institute of Technology Pty Ltd (IIT) |
| 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 |
| Licence Name | HILLROSS FINANCIAL SERVICES LIMITED |
| Licence Number | 000232705 |
| Licence ABN | 77003323055 |
| 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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| 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.