Gerard Charles Connolly – Financial Adviser

Adviser identifying number: 1004436
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: D J CARMICHAEL PTY LIMITED
Licence number: 232571
Licensee’s ABN: 26003058857
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/11/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: D J CARMICHAEL PTY LIMITED
Authorised Representative identifying number: 000232571
Authorised Representative’s ABN: 26003058857

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Financial Planning & Wealth Creation – Securities Institute of Australia
• Margin Lending and Geared Investments – Kaplan
• PS146 Compliance Program – Securities Institute of Australia
• Stock Market & Products – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations:

Gerard Charles Connolly is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Margin Lending Facility / Standard Margin Lending Facility