DAVID NAGLE


Licensee: VICSUPER PTY LTD

DAVID NAGLE (Adviser# 001001523) 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 June 5, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID NAGLE
Adviser Number 001001523
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000237333
VICSUPER PTY LTD
Licence ABN 69087619412
Adviser Start Date 2018-06-05
Appointing Representative Name VICSUPER PTY LTD
Appointing Representative Number 000237333
Appointing Representative ABN 69087619412
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Authorisations to provide financial product advice

  • DAVID NAGLE
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Deakin University
Diploma of Financial Services (Financial Planning) FPA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237333 VICSUPER PTY LTD
Further restrictions: VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
2018-06-05 - VICSUPER PTY LTD
000237898 BENDIGO FINANCIAL PLANNING LIMITED
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED
2013-10-21 - 2018-04-20 BENDIGO FINANCIAL PLANNING LIMITED
000278937 THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD
2010-10-01 - 2013-10-21 BRIAN LINDSAY QUARRELL
000238078 WHEELER INVESTMENT ADVISORS PTY. LTD. 2003-12-01 - 2010-09-30

Licensee Information

Licence Name VICSUPER PTY LTD
Licence Number 000237333
Licence ABN 69087619412

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
WILLIAM VUONG Vicsuper Pty Ltd Current 2018-08-13
MARTIN SOUTHCOMBE Vicsuper Pty Ltd Current 2018-07-19
ADAM JAMES MIDDLEMIS Vicsuper Pty Ltd Current 2018-06-07
REBECCA PAULA CHEEVERS Vicsuper Pty Ltd Current 2018-03-01
SHARON SHEEHAN Vicsuper Pty Ltd Ceased 2017-07-07
PAUL ASSELMAN Vicsuper Pty Ltd Current 2016-09-02
NICK GOEL Vicsuper Pty Ltd Current 2016-07-18
MELISSA FOSTER Vicsuper Pty Ltd Current 2016-03-30
BIANCA ABELA Vicsuper Pty Ltd Current 2015-07-14
STEPHEN CHAINEY Vicsuper Pty Ltd Ceased 2015-02-13

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.