Sean Duane Gallagher
Financial Adviser in Currumbin Waters, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259417
- Location
- Currumbin Waters QLD 4223
- Licensee
- Boston Reed Pty Ltd (AFSL 225738)
- Authorised since
- 25 August 2021
- First provided advice
- 2004
- Qualifications
- Series 7, US Securities & Exchange Commission (2000); Professional Diploma in Stockbroking, DeakinPrime (2010); 924 Superannuation & Skills, Kaplan (2013); Ethics and Professional Relationships, QUT (2020)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, retirement savings accounts
- Restriction
- This representative is authorised to provide financial advice and dealings in relation to the following financial products:(A) deposit and payment products including: (1) basic deposit products; (2) deposit products other than basic deposit products; and (3) non-cash payment products (no advice - deal only);(B) interests in managed investment schemes including:(1) investor directed portfolio services;(C) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);(D)securities; and(E)superannuation; to retail and wholesale clients.
- Tax (financial) advice
- Yes
- Register status
- Current
About Sean Duane Gallagher
Sean Duane Gallagher is a financial adviser in Currumbin Waters, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000259417.
Advice is given under the Australian financial services licence of Boston Reed Pty Ltd, licence number 225738. The current authorisation started on 25 August 2021.
According to the register, Sean first provided financial advice in 2004. The qualifications listed for Sean include Series 7 (US Securities & Exchange Commission, 2000), Professional Diploma in Stockbroking (DeakinPrime, 2010) and 924 Superannuation & Skills (Kaplan, 2013). Professional memberships recorded: Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This representative is authorised to provide financial advice and dealings in relation to the following financial products:(A) deposit and payment products including: (1) basic deposit products; (2) deposit products other than basic deposit products; and (3) non-cash payment products (no advice – deal only);(B) interests in managed investment schemes including:(1) investor directed portfolio services;(C) retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997);(D)securities; and(E)superannuation; to retail and wholesale clients.”
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Questions people ask
Is Sean Duane Gallagher a registered financial adviser?
Yes. Sean Duane Gallagher is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259417.
Which licensee does Sean Duane Gallagher work under?
Boston Reed Pty Ltd, Australian financial services licence 225738.
What can Sean Duane Gallagher give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; retirement savings accounts. It also records this restriction: "This representative is authorised to provide financial advice and dealings in relation to the following financial products:(A) deposit and payment products including: (1) basic deposit products; (2) deposit products other than basic deposit products; and (3) non-cash payment products (no advice - deal only);(B) interests in managed investment schemes including:(1) investor directed portfolio services;(C) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);(D)securities; and(E)superannuation; to retail and wholesale clients."