TRACY DUTT


Licensee: WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD.

TRACY DUTT (Adviser# 000239388) 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 July 15, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name TRACY DUTT
Adviser Number 000239388
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000232591
WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD.
Licence ABN 68006923940
Adviser Start Date 2013-07-15
Appointing Representative Name WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD.
Appointing Representative Number 000232591
Appointing Representative ABN 68006923940
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • TRACY DUTT
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan Professional Education
Margin Lending and Geared Investments Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000232591 WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD. 2013-07-15 - WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD.
000230662 X VENTURE CAPITAL PTY LTD 2009-12-23 - 2013-05-31
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2007-05-21 - 2009-12-23 TRACY DUTT

Licensee Information

Licence Name WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD.
Licence Number 000232591
Licence ABN 68006923940

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DILIP DUTT Whittle & Skok Financial Services Pty. Ltd. Current 2015-05-05
EDWARD SKOK Whittle & Skok Financial Services Pty. Ltd. Current 2003-12-02

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DILIP DUTT Whittle & Skok Financial Services Pty. Ltd. Current 2015-05-05
EDWARD SKOK Whittle & Skok Financial Services Pty. Ltd. Current 2003-12-02

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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.