GUY WHELAN


Licensee: FIRST STATE SUPER FINANCIAL SERVICES PTY LTD

GUY WHELAN (Adviser# 001008840) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is April 10, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name GUY WHELAN
Adviser Number 001008840
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000240019
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Licence ABN 37096452318
Licence Controlled By FSS Trustee Corporation
Adviser Start Date 2017-04-10
Adviser End Date 2017-10-31
Appointing Representative Name FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000240019
Appointing Representative ABN 37096452318
Further Restrictions Restricted to providing personal advice to First State Super members in relation to their interest in First State Super only.

Authorisations to provide financial product advice

  • GUY WHELAN

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240019 FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Licence controlled by: FSS Trustee Corporation
Further restrictions: Restricted to providing personal advice to First State Super members in relation to their interest in First State Super only.
2017-04-10 - 2017-10-31 FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: No SMSF Permitted
2011-11-15 - 2016-02-04 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2009-08-10 - 2010-08-11

Licensee Information

Licence Name FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Licence Number 000240019
Licence ABN 37096452318

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JOSEPH CALCRAFT First State Super Financial Services Pty Ltd Current 2018-07-02
LUKE KERMOND First State Super Financial Services Pty Ltd Current 2018-04-16
MATTHEW KITCHEN First State Super Financial Services Pty Ltd Current 2017-10-02
RICHARD MOULE First State Super Financial Services Pty Ltd Ceased 2017-10-02
JOSEPH JAMES DAGG First State Super Financial Services Pty Ltd Current 2017-07-10
ANDREW KEVIN WILLIAM SAIKAL-SKEA First State Super Financial Services Pty Ltd Current 2017-07-03
JESSIE CROZIER First State Super Financial Services Pty Ltd Current 2017-06-19
JENNIFER ROBYN LANGTON First State Super Financial Services Pty Ltd Ceased 2017-05-24
JASKARAN PREET SINGH GILL First State Super Financial Services Pty Ltd Ceased 2017-04-24
JASON XU First State Super Financial Services Pty Ltd Ceased 2017-02-13

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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.