GEORGE WILLIAM OCORA (Adviser# 000434680) 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 23, 2018.
| Register Name | Financial Advisers |
| Adviser Name | GEORGE WILLIAM OCORA |
| Adviser Number | 000434680 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000387963 FIDUCIA ASSET MANAGEMENT PTY. LTD. |
| Licence ABN | 27146025498 |
| Adviser Start Date | 2018-07-23 |
| Appointing Representative Name | FIDUCIA WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 001257613 |
| Appointing Representative ABN | 48168093249 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Pinnacle Financial Services |
| Specialist SMSF Course | University of Adelaide |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000387963 | FIDUCIA ASSET MANAGEMENT PTY. LTD. | 2018-07-23 - | FIDUCIA WEALTH MANAGEMENT PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2014-08-06 - 2018-06-28 | SECURITOR FINANCIAL GROUP LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-02-19 - 2014-07-22 |
| Licence Name | FIDUCIA ASSET MANAGEMENT PTY. LTD. |
| Licence Number | 000387963 |
| Licence ABN | 27146025498 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WEIZHE ZHANG | Fiducia Asset Management Pty. Ltd. | Ceased | 2017-11-16 |
| SARAH KWOK | Fiducia Asset Management Pty. Ltd. | Ceased | 2016-10-11 |
| CHRISTIAN PAUL LAZAROU | Fiducia Asset Management Pty. Ltd. | Current | 2012-10-12 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WEIZHE ZHANG | Fiducia Asset Management Pty. Ltd. | Ceased | 2017-11-16 |
| SARAH KWOK | Fiducia Asset Management Pty. Ltd. | Ceased | 2016-10-11 |
| CHRISTIAN PAUL LAZAROU | Fiducia Asset Management Pty. Ltd. | Current | 2012-10-12 |
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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.