TRACEY MARGARET EDWARDS (Adviser# 000229194) 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 April 4, 2016.
Register Name | Financial Advisers |
Adviser Name | TRACEY MARGARET EDWARDS |
Adviser Number | 000229194 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1985 |
Financial Service (AFS) Licence |
Licence# 000484091 FIRST ADVICE LICENSEE SERVICES PTY LTD |
Licence Controlled By | Tracey Margaret EDWARDS |
Adviser Start Date | 2016-04-04 |
Appointing Representative Name | FIRST ADVICE LICENSEE SERVICES PTY LTD |
Appointing Representative Number | 000484091 |
Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) |
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Qualification / Degree | Institute / School |
---|---|
Certified Financial Planner | FPA |
Diploma of Financial Planning | Deakin University |
Diploma of Superannuation Management | Macquarie University |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000484091 |
FIRST ADVICE LICENSEE SERVICES PTY LTD
Licence controlled by: Tracey Margaret EDWARDS |
2016-04-04 - | FIRST ADVICE LICENSEE SERVICES PTY LTD |
000428272 | EXELSUPER ADVICE PTY LTD | 2015-05-01 - 2016-03-23 | EXELSUPER ADVICE PTY LTD |
000227929 | FINANCIAL ADVISORY SERVICES PTY. LTD. | 2003-05-07 - 2015-06-30 | FINANCIAL ADVISORY SERVICES PTY. LTD. |
Licence Name | FIRST ADVICE LICENSEE SERVICES PTY LTD |
Licence Number | 000484091 |
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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.