DAVID MICHAEL O'CALLAGHAN

Licensee: LONSDALE FINANCIAL GROUP LIMITED

DAVID MICHAEL O'CALLAGHAN (Adviser# 000330557) 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 May 4, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID MICHAEL O'CALLAGHAN
Adviser Number 000330557
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1994
Financial Service (AFS) Licence Licence# 000246934
LONSDALE FINANCIAL GROUP LIMITED
Licence ABN 76006637225
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2018-05-04
Appointing Representative Name LONSDALE FINANCIAL GROUP LIMITED
Appointing Representative Number 000246934
Appointing Representative ABN 76006637225
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DAVID MICHAEL O'CALLAGHAN
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Certified Financial Planner FPA
Diploma of Financial Planning FPA
Master of Business Administration Australian Institute of Business
Master of Personal Financial Planning Unversity of Southern Queensland

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246934 LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2018-05-04 - LONSDALE FINANCIAL GROUP LIMITED
000357306 FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD
Further restrictions: Government Debentures, Stocks or Bonds - Class of product only;
2013-06-24 - 2018-05-03 FORTNUM PRIVATE WEALTH LTD
000238429 RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2010-11-05 - 2013-06-23
000232686 GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED
2008-10-06 - 2010-11-04

Licensee Information

Licence Name LONSDALE FINANCIAL GROUP LIMITED
Licence Number 000246934
Licence ABN 76006637225

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ALEXANDER SIMON ORMONDE SELLARS Lonsdale Financial Group Limited Current 2018-08-16
RICHARD FELICE Lonsdale Financial Group Limited Current 2018-07-11
EMMA KATE PITTMAN Lonsdale Financial Group Limited Current 2018-06-29
SHANE ANDREW KENNEALY Lonsdale Financial Group Limited Current 2018-06-28
JASON LUKJANENKO Lonsdale Financial Group Limited Current 2018-06-22
TIMOTHY HASELUM Lonsdale Financial Group Limited Current 2018-06-18
BRUNO TJELDER Lonsdale Financial Group Limited Current 2018-06-14
ALEX DICKSON Lonsdale Financial Group Limited Current 2018-06-14
MICHAEL POULTON Lonsdale Financial Group Limited Current 2018-06-02
VANESSA JOY WOODLEY Lonsdale Financial Group Limited Current 2018-06-01

Competitor

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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.