PHILIPPA ELLIOTT (Adviser# 000236932) 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 May 13, 2008.
| Register Name | Financial Advisers |
| Adviser Name | PHILIPPA ELLIOTT |
| Adviser Number | 000236932 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000322220 MOMENTUM PLANNING PTY LTD |
| Licence ABN | 80106837558 |
| Licence Controlled By | MOMENTUM PLANNING PTY LTD |
| Adviser Start Date | 2008-05-13 |
| Appointing Representative Name | MOMENTUM PLANNING PTY LTD |
| Appointing Representative Number | 000322220 |
| Appointing Representative ABN | 80106837558 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| CFP Certification | FPA |
| Certificate IV in Financial Services (Finance/Mortgage Broking) | Australian College |
| Diploma of Financial Planning | Deakin University |
| Margin Lending & Geared Investments | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000322220 |
MOMENTUM PLANNING PTY LTD
Licence controlled by: MOMENTUM PLANNING PTY LTD |
2008-05-13 - | MOMENTUM PLANNING PTY LTD |
| Licence Name | MOMENTUM PLANNING PTY LTD |
| Licence Number | 000322220 |
| Licence ABN | 80106837558 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LAURA JANE BUCKLEY | Momentum Planning Pty Ltd | Current | 2014-07-11 |
| BEVERLY EMSLIE HARVEY | Momentum Planning Pty Ltd | Current | 2010-08-10 |
| AMANDA LEIGH JAROSZ | Momentum Planning Pty Ltd | Current | 2009-02-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LAURA JANE BUCKLEY | Momentum Planning Pty Ltd | Current | 2014-07-11 |
| BEVERLY EMSLIE HARVEY | Momentum Planning Pty Ltd | Current | 2010-08-10 |
| AMANDA LEIGH JAROSZ | Momentum Planning Pty Ltd | Current | 2009-02-01 |
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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.