KERRIE ADAM O'LEARY (Adviser# 001259521) 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 November 2, 2017.
| Register Name | Financial Advisers |
| Adviser Name | KERRIE ADAM O'LEARY |
| Adviser Number | 001259521 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000246934 LONSDALE FINANCIAL GROUP LIMITED |
| Licence ABN | 76006637225 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2017-11-02 |
| Appointing Representative Name | LONSDALE FINANCIAL GROUP LIMITED |
| Appointing Representative Number | 000246934 |
| Appointing Representative ABN | 76006637225 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
| Further Restrictions | Financial Product Advice is limited to SMSF's with regards to the establishment, structuring, retention or termination of an SMSF. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of South Australia |
| Chartered Accountant (CA) | Chartered Accountants Australia and New Zealand |
| Chartered Tax Adviser (CTA) | The Tax Institute |
| Graduate Diploma of Chartered Accounting | Chartered Accountants Australia and New Zealand |
| RG146 in Financial Planning, Superannuation, SMSF, Securities, Life Insurance, Managed Investments | terra cordis |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD Further restrictions: Financial Product Advice is limited to SMSF's with regards to the establishment, structuring, retention or termination of an SMSF. |
2017-11-02 - | LONSDALE FINANCIAL GROUP LIMITED |
| Licence Name | LONSDALE FINANCIAL GROUP LIMITED |
| Licence Number | 000246934 |
| Licence ABN | 76006637225 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ALEXANDER SIMON ORMONDE SELLARS | Lonsdale Financial Group Limited | Current | 2018-08-16 |
| RICHARD FELICE | Lonsdale Financial Group Limited | Current | 2018-07-11 |
| EMMA KATE PITTMAN | Lonsdale Financial Group Limited | Current | 2018-06-29 |
| SHANE ANDREW KENNEALY | Lonsdale Financial Group Limited | Current | 2018-06-28 |
| JASON LUKJANENKO | Lonsdale Financial Group Limited | Current | 2018-06-22 |
| TIMOTHY HASELUM | Lonsdale Financial Group Limited | Current | 2018-06-18 |
| BRUNO TJELDER | Lonsdale Financial Group Limited | Current | 2018-06-14 |
| ALEX DICKSON | Lonsdale Financial Group Limited | Current | 2018-06-14 |
| MICHAEL POULTON | Lonsdale Financial Group Limited | Current | 2018-06-02 |
| VANESSA JOY WOODLEY | Lonsdale Financial Group Limited | Current | 2018-06-01 |
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| 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.