GARETH CECIL TOMLINSON

Licensee: AURA WEALTH PTY LTD.

GARETH CECIL TOMLINSON (Adviser# 001000830) 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 14, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name GARETH CECIL TOMLINSON
Adviser Number 001000830
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000380552
AURA WEALTH PTY LTD.
Licence ABN 34122486935
Licence Controlled By AURA GROUP PTY LTD
BARRY PARKER [Date Ceased: 13/07/2017]
Adviser Start Date 2018-05-14
Appointing Representative Name AURA WEALTH PTY LTD.
Appointing Representative Number 000380552
Appointing Representative ABN 34122486935
Memberships AFP - Financial Planner (FPA)
Tax (financial) adviser - Tax Practitioners Board

Authorisations to provide financial product advice

  • GARETH CECIL TOMLINSON
  • ·
  • Government Debenture
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ALPA Kaplan
Advanced Diploma of Financial Planning Kaplan Professional
Bachelor of Business (Business Management & Economics) Charles Sturt University (CSU)
Diploma of Financial Services (Financial Planning) Kaplan Professional
Tier 1 Margin Lending Personal Advice - Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000380552 AURA WEALTH PTY LTD.
Licence controlled by: AURA GROUP PTY LTD ~ BARRY PARKER [Date Ceased: 13/07/2017]
2018-05-14 - AURA WEALTH PTY LTD.
000357306 FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD
2017-07-18 - 2018-03-02 FORTNUM PRIVATE WEALTH LTD
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: Restriction: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
2015-03-23 - 2017-06-30 CHARTER FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name AURA WEALTH PTY LTD.
Licence Number 000380552
Licence ABN 34122486935

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DANIEL ROBERT UDEN Aura Wealth Pty Ltd. Current 2018-08-14
JUAN BRAN Aura Wealth Pty Ltd. Current 2018-08-14
IMMANUEL SARKIS Aura Wealth Pty Ltd. Current 2018-07-13
EDWARD HARRIS Aura Wealth Pty Ltd. Current 2018-07-09
CLINTON MICHAEL LINDQVIST Aura Wealth Pty Ltd. Current 2018-07-04
ANDREW COLORETTI Aura Wealth Pty Ltd. Current 2018-07-02
PASQUALE ROCCA Aura Wealth Pty Ltd. Current 2018-07-02
MICHAEL SIK Aura Wealth Pty Ltd. Current 2018-06-22
JOHN KALLA Aura Wealth Pty Ltd. Current 2018-06-18
KHALID NAEEM AHMAD Aura Wealth Pty Ltd. Current 2018-06-07

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.