TRACEY MARGARET EDWARDS


Licensee: FIRST ADVICE LICENSEE SERVICES PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • TRACEY MARGARET EDWARDS
  • ·
  • 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
Certified Financial Planner FPA
Diploma of Financial Planning Deakin University
Diploma of Superannuation Management Macquarie University

Adviser employment history

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.

Licensee Information

Licence Name FIRST ADVICE LICENSEE SERVICES PTY LTD
Licence Number 000484091

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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.