GERARD JOSEPH O'SHAUGHNESSY (Adviser# 000333431) 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 30, 2014.
| Register Name | Financial Advisers |
| Adviser Name | GERARD JOSEPH O'SHAUGHNESSY |
| Adviser Number | 000333431 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000459049 PPN WEALTH PTY LTD |
| Licence ABN | 73163571051 |
| Adviser Start Date | 2014-07-30 |
| Appointing Representative Name | PPN WEALTH PTY LTD |
| Appointing Representative Number | 000459049 |
| Appointing Representative ABN | 73163571051 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | ANU |
| Grad Dip Computing | RMIT |
| Grad Diploma in Financial Planning | Securities Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000459049 | PPN WEALTH PTY LTD | 2014-07-30 - | PPN WEALTH PTY LTD |
| 000239180 | PRIMESTOCK SECURITIES LIMITED | 2009-01-12 - 2014-07-29 | GERARD JOSEPH O'SHAUGHNESSY |
| Licence Name | PPN WEALTH PTY LTD |
| Licence Number | 000459049 |
| Licence ABN | 73163571051 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WALTER KARL FLETCHER | Ppn Wealth Pty Ltd | Current | 2015-12-15 |
| ADAM NICHOLSON | Ppn Wealth Pty Ltd | Current | 2015-10-12 |
| JONATHAN WOODS | Ppn Wealth Pty Ltd | Current | 2014-07-29 |
| NICHOLAS PIKE | Ppn Wealth Pty Ltd | Current | 2014-07-29 |
| ALISTAIR PIERCY | Ppn Wealth Pty Ltd | Current | 2014-07-29 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WALTER KARL FLETCHER | Ppn Wealth Pty Ltd | Current | 2015-12-15 |
| ADAM NICHOLSON | Ppn Wealth Pty Ltd | Current | 2015-10-12 |
| JONATHAN WOODS | Ppn Wealth Pty Ltd | Current | 2014-07-29 |
| NICHOLAS PIKE | Ppn Wealth Pty Ltd | Current | 2014-07-29 |
| ALISTAIR PIERCY | Ppn Wealth Pty Ltd | Current | 2014-07-29 |
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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.