GRAHAM BERNARD YON

Licensee: BRIDGES FINANCIAL SERVICES PTY LIMITED

GRAHAM BERNARD YON (Adviser# 000438507) 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 17, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name GRAHAM BERNARD YON
Adviser Number 000438507
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000240837
BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence ABN 60003474977
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2015-11-17
Appointing Representative Name BRIDGES FINANCIAL SERVICES PTY LIMITED
Appointing Representative Number 000240837
Appointing Representative ABN 60003474977
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • GRAHAM BERNARD YON
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Miscellaneous Financial Investment Products

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan
Bachelor Business (Applied Finance) University of Western Sydney
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240837 BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2015-11-17 - BRIDGES FINANCIAL SERVICES PTY LIMITED
000411766 MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd
Further restrictions: Restrictions: Margin lending and general advice only in general insurance products.
2014-10-07 - 2015-11-06 MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2013-05-06 - 2014-09-02

Licensee Information

Licence Name BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence Number 000240837
Licence ABN 60003474977

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LAUREN MAREE SMITH Bridges Financial Services Pty Limited Current 2018-07-31
ALBERT ALEXANDER EVANS Bridges Financial Services Pty Limited Current 2018-07-09
JONATHAN SIMS Bridges Financial Services Pty Limited Current 2018-05-22
DEEN MCGOLDRICK Bridges Financial Services Pty Limited Current 2018-04-17
SCOTT PADGETT Bridges Financial Services Pty Limited Ceased 2018-04-03
VIRGINIA JANNETTE HUTCHINS Bridges Financial Services Pty Limited Current 2018-03-26
NICHOLAS JAMES CALHAU Bridges Financial Services Pty Limited Current 2018-03-19
VINCENZO GAGLIARDI Bridges Financial Services Pty Limited Current 2018-02-28
LEANNE MAREE MCLAUGHLIN Bridges Financial Services Pty Limited Current 2018-02-27
ANTHONY PAUL KANE Bridges Financial Services Pty Limited Current 2017-12-06

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.