GEORGIA HOULAHAN

Licensee: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

GEORGIA HOULAHAN (Adviser# 001003468) 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 February 12, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name GEORGIA HOULAHAN
Adviser Number 001003468
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000234527
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence ABN 11005357522
Licence Controlled By AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Adviser Start Date 2018-02-12
Appointing Representative Name AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Appointing Representative Number 000234527
Appointing Representative ABN 11005357522
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Also permitted to provide financial product advice for: FIN-MDA Services, FIN-Non-Standard Margin Lending Facility, FIN-Miscellaneous Financial Investment Products - MDA Services, FIN-Miscellaneous Financial Risk Products, FIN-FHSA Issued non ADI and Self Managed Super Funds.

Authorisations to provide financial product advice

  • GEORGIA HOULAHAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial Investment Products

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma in Financial Planning Pinnacle Financial Services Academy
Bachelor of Commerce Auckland University
Diploma of Financial Services (Financial Planning) Kaplan
Masters of Applied Finance Macquarie University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Also permitted to provide financial product advice for: FIN-MDA Services, FIN-Non-Standard Margin Lending Facility, FIN-Miscellaneous Financial Investment Products - MDA Services, FIN-Miscellaneous Financial Risk Products, FIN-FHSA Issued non ADI and Self Managed Super Funds.
2018-02-12 - AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
2016-09-01 - 2017-02-20 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
2014-01-23 - 2016-02-19 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2012-04-04 - 2013-05-10

Licensee Information

Licence Name AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence Number 000234527
Licence ABN 11005357522

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
WILLIAM YORKE Australia and New Zealand Banking Group Limited Current 2018-08-30
RYAN BRAUND Australia and New Zealand Banking Group Limited Current 2018-07-06
LAURA HILLIER Australia and New Zealand Banking Group Limited Current 2018-07-05
PETER HULME-JONES Australia and New Zealand Banking Group Limited Current 2018-07-04
TAO QU Australia and New Zealand Banking Group Limited Current 2018-06-26
THOMAS JOHN ROBERTSON Australia and New Zealand Banking Group Limited Current 2018-06-21
KARLIE REBECCA STOKES Australia and New Zealand Banking Group Limited Current 2018-06-18
JESSICA TARYN PRESTON Australia and New Zealand Banking Group Limited Current 2018-06-15
DONOVAN JOSEPH WILSON Australia and New Zealand Banking Group Limited Current 2018-06-15
JUSTIN NEIL WALCH Australia and New Zealand Banking Group Limited Current 2018-06-04

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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.