LARRY FINGLESON

Licensee: FORTNUM PRIVATE WEALTH LTD

LARRY FINGLESON (Adviser# 000239402) 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 August 24, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name LARRY FINGLESON
Adviser Number 000239402
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000357306
FORTNUM PRIVATE WEALTH LTD
Licence ABN 54139889535
Licence Controlled By FORTNUM PRIVATE WEALTH LTD
Adviser Start Date 2018-08-24
Appointing Representative Name FORTNUM PRIVATE WEALTH LTD
Appointing Representative Number 000357306
Appointing Representative ABN 54139889535

Authorisations to provide financial product advice

  • LARRY FINGLESON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business University of Technology
Graduate Certificate in Financial Planning Securities Institute
SMSF Tribeca

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000357306 FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD
2018-08-24 - FORTNUM PRIVATE WEALTH LTD

Licensee Information

Licence Name FORTNUM PRIVATE WEALTH LTD
Licence Number 000357306
Licence ABN 54139889535

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ALISSIA MAREE DENLY Fortnum Private Wealth Ltd Current 2018-08-24
NOELENE JUDD-WATSON Fortnum Private Wealth Ltd Current 2018-08-17
ANTHONY DAVISON Fortnum Private Wealth Ltd Current 2018-06-04
TOBY JAMES WINTEN Fortnum Private Wealth Ltd Current 2018-06-01
MICHAEL KIEREN CLARKE Fortnum Private Wealth Ltd Current 2018-05-09
MICHELLE SUSAN JAMIESON Fortnum Private Wealth Ltd Current 2018-04-03
SIMSON JINGGA Fortnum Private Wealth Ltd Current 2018-02-01
ANDREW QUOYLE Fortnum Private Wealth Ltd Current 2018-01-23
PHILIP STATHOPOULOS Fortnum Private Wealth Ltd Current 2017-12-19
BO YUAN Fortnum Private Wealth Ltd Current 2017-12-19

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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.