Sean Duane Gallagher

Name
Sean Duane Gallagher
ID
259417
ABN
First Provided Advice
2004
Restrictions
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.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2000 - Series 7 - - US Securities & Exchange Commission
  • 2010 - Professional Diploma in Stockbroking - Diploma (AQF 5) - DeakinPrime
  • 2013 - 924 Superannuation & Skills - Certificate (AQF 1-4) - Kaplan
  • 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Stockbrokers and Investment Advisers Association (SIAA)

Licencee

Status
Ceased
Licence Holder
Boston Reed Pty Ltd (#225738)
Commenced
Aug. 23, 2021
Ceased
Aug. 24, 2021
Status
Ceased
Licence Holder
Morgans Financial Limited (#235410)
Commenced
March 10, 2004
Ceased
Aug. 23, 2021
Status
Current
Licence Holder
Boston Reed Pty ltd (#225738)
Commenced
Aug. 25, 2021

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities