BRUCE KENNETH DOBELL (Adviser# 000345530) 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 November 29, 2017.
| Register Name | Financial Advisers |
| Adviser Name | BRUCE KENNETH DOBELL |
| Adviser Number | 000345530 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1982 |
| Financial Service (AFS) Licence |
Licence# 000239183 AON HEWITT FINANCIAL ADVICE LIMITED |
| Licence ABN | 13091225642 |
| Adviser Start Date | 2017-11-29 |
| Appointing Representative Name | AON HEWITT FINANCIAL ADVICE LIMITED |
| Appointing Representative Number | 000239183 |
| Appointing Representative ABN | 13091225642 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, Superannuation and Standard margin lending facilities. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Chartered Life Practicioner (ChLP) | Mentor Education Group |
| Diploma of Financial Planning | Mentor Education |
| Statement of Attainment | Margin Lending Adviser (Personal Advice) - Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000239183 |
AON HEWITT FINANCIAL ADVICE LIMITED
Further restrictions: Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, Superannuation and Standard margin lending facilities. |
2017-11-29 - | AON HEWITT FINANCIAL ADVICE LIMITED |
| 000238478 |
FUTURO FINANCIAL SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD |
2016-05-07 - 2016-11-22 | FUTURO FINANCIAL SERVICES PTY LTD |
| 000307379 |
PATRON FINANCIAL SERVICES PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: Direct Equities - excludes direct equities advice SMSF - excludes advice on limited recourse borrowing arrangements and advice to set up SMSF |
2011-03-26 - 2016-05-06 | PATRON FINANCIAL SERVICES PTY LTD |
| 000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2010-03-10 - 2011-03-25 |
| Licence Name | AON HEWITT FINANCIAL ADVICE LIMITED |
| Licence Number | 000239183 |
| Licence ABN | 13091225642 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MACE WILLIAM O'SULLIVAN | Aon Hewitt Financial Advice Limited | Current | 2018-07-26 |
| KAREN ANNE MCEVEY | Aon Hewitt Financial Advice Limited | Current | 2018-07-25 |
| JAMES KENNY | Aon Hewitt Financial Advice Limited | Current | 2018-07-01 |
| JADE GET HUN KHAO | Aon Hewitt Financial Advice Limited | Current | 2018-05-29 |
| SALLYANNE COOK | Aon Hewitt Financial Advice Limited | Current | 2018-05-29 |
| PETER TIMOTHY CAREY | Aon Hewitt Financial Advice Limited | Current | 2018-05-21 |
| SIU MAN LILY MO | Aon Hewitt Financial Advice Limited | Current | 2018-05-14 |
| TAMARA BROWN | Aon Hewitt Financial Advice Limited | Current | 2018-05-14 |
| LEON IP | Aon Hewitt Financial Advice Limited | Current | 2018-05-07 |
| MATTHEW LEIGH HUGHES | Aon Hewitt Financial Advice Limited | Current | 2018-05-07 |
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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.