PHIL PATRICK TUAZON

Licensee: GPS WEALTH LTD

PHIL PATRICK TUAZON (Adviser# 001004689) 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 PHIL PATRICK TUAZON
Adviser Number 001004689
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000254544
GPS WEALTH LTD
Licence ABN 17005482726
Licence Controlled By EASTON INVESTMENTS LIMITED
Adviser Start Date 2018-02-12
Appointing Representative Name WSN WEALTH PTY LTD
Appointing Representative Number 001261881
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PHIL PATRICK TUAZON
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan Professional Education
Margin Lending & Geared Investments Kaplan Professional
Master of Financial Planning KAPLAN Professional
RG146 Securities & Direct, International Equities and Listed Income Securities (SFP) 2012 eAcademy
RG146 Self-Managed Super Funds Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000254544 GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED
2018-02-12 - WSN WEALTH PTY LTD
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2013-06-21 - 2018-02-09 WESTPAC BANKING CORPORATION

Licensee Information

Licence Name GPS WEALTH LTD
Licence Number 000254544
Licence ABN 17005482726

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LESLEY ANNE CROSS Gps Wealth Ltd Current 2018-08-27
PRISCILLA HARRIET STRELOW Gps Wealth Ltd Current 2018-08-27
KIM MOONEY Gps Wealth Ltd Current 2018-08-13
GAMBHIR WATTS Gps Wealth Ltd Current 2018-08-13
CLAIRE MARTIN Gps Wealth Ltd Current 2018-08-10
LEIGH VICTOR VELLA Gps Wealth Ltd Current 2018-07-26
JOHN PAUL EDWARDS Gps Wealth Ltd Current 2018-07-26
ANDREW JAMES HAYNES Gps Wealth Ltd Current 2018-07-12
MARK NOEL WORRALL Gps Wealth Ltd Current 2018-07-10
ALEXANDAR BOZINOVSKI Gps Wealth Ltd Current 2018-07-02

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.