GILL MANAGEMENT PTY LTD


Address: Tamworth, NSW 2340, Australia

GILL MANAGEMENT PTY LTD (Licence# 000483987) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 13, 2016.

Service Overview

Register Name AFS Licence
Licence Name GILL MANAGEMENT PTY LTD
Licence Number 000483987
Licence ABN 41075700935
Issue Date 2016-05-13
Locality TAMWORTH
State NSW
Postcode 2340
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • simple managed investment schemes;
    • securities; and
    • superannuation; and
  • deal in a financial product by:
    • arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001265893 MICHAEL PATRICK GILL Current 2018-07-11
001265894 LOU-ANNE MARGARET ALBERTSON Current 2018-07-11

Office Location

Locality TAMWORTH
State NSW
Postcode 2340
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MAHER SECURITIES PTY LTD 2018-03-08 Tamworth, NSW 2340, Australia
BUCKPITT ADVISORY PTY LTD 2016-11-30 Tamworth, NSW 2340, Australia
BAIOCCHI GRIFFIN PRIVATE WEALTH PTY. LTD. 2012-08-21 Tamworth, NSW 2340, Australia
FORSYTHS FINANCIAL SERVICES PTY LTD 2004-06-04 Tamworth, NSW 2340, Australia
JARRETT DA ROZA FINANCIAL PLANNING PTY LIMITED 2004-01-28 Tamworth, NSW 2340, Australia
NORTHERN INLAND CREDIT UNION LIMITED 2003-11-03 Tamworth, NSW 2340, Australia

Financial services with the same locality

Service Name Issue Date Locality
MAHER SECURITIES PTY LTD 2018-03-08 Tamworth, NSW 2340, Australia
BUCKPITT ADVISORY PTY LTD 2016-11-30 Tamworth, NSW 2340, Australia
BAIOCCHI GRIFFIN PRIVATE WEALTH PTY. LTD. 2012-08-21 Tamworth, NSW 2340, Australia
FORSYTHS FINANCIAL SERVICES PTY LTD 2004-06-04 Tamworth, NSW 2340, Australia
JARRETT DA ROZA FINANCIAL PLANNING PTY LIMITED 2004-01-28 Tamworth, NSW 2340, Australia
NORTHERN INLAND CREDIT UNION LIMITED 2003-11-03 Tamworth, NSW 2340, Australia

Competitor

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Postal Code 2340

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services 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.