DAVID MICHAEL FREAKLEY

Licensee: FINANCIAL WISDOM LIMITED

DAVID MICHAEL FREAKLEY (Adviser# 000241931) 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 31, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID MICHAEL FREAKLEY
Adviser Number 000241931
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000231138
FINANCIAL WISDOM LIMITED
Licence ABN 70006646108
Licence Controlled By COMMONWEALTH BANK OF AUSTRALIA
Adviser Start Date 2018-08-31
Appointing Representative Name FINANCIAL WISDOM LIMITED
Appointing Representative Number 000231138
Appointing Representative ABN 70006646108
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Not authorised to provide personal advice on Securities, SMSF

Authorisations to provide financial product advice

  • DAVID MICHAEL FREAKLEY
  • ·
  • 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
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
CFP FPA
Diploma of Financial Planning International Institute of Technology
Diploma of Financial Planning Kaplan
IIT: Principles of Margin Lending International Institute of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000231138 FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities, SMSF
2018-08-31 - FINANCIAL WISDOM LIMITED
000227148 CAPITAL PARTNERS CONSULTING PTY LTD 2008-05-07 - 2016-12-23 CAPITAL PARTNERS CONSULTING PTY LTD

Licensee Information

Licence Name FINANCIAL WISDOM LIMITED
Licence Number 000231138
Licence ABN 70006646108

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LUKE HANSON Financial Wisdom Limited Current 2018-08-29
HUGH JAMES CAMPBELL Financial Wisdom Limited Current 2018-08-13
MICHAEL HUGH MCGOWAN Financial Wisdom Limited Current 2018-06-29
DAVID BRUCE NIMMO Financial Wisdom Limited Current 2018-06-26
CHENG SHEN Financial Wisdom Limited Current 2018-06-26
NICKY JAMES LOGAN Financial Wisdom Limited Current 2018-06-22
RAYNARDO BRIAN HEINRICH Financial Wisdom Limited Current 2018-06-21
ALEX KAH MING HO Financial Wisdom Limited Current 2018-06-07
JULIE LOGAN Financial Wisdom Limited Current 2018-05-29
BENJAMIN BRYCE MILLER Financial Wisdom Limited Current 2018-05-18

Competitor

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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.