KATHARINE ADDERLEY (Adviser# 000241834) 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 October 3, 2017.
| Register Name | Financial Advisers |
| Adviser Name | KATHARINE ADDERLEY |
| Adviser Number | 000241834 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000486455 PRAESCIUS FINANCIAL HOLDINGS PTY LTD |
| Adviser Start Date | 2017-10-03 |
| Appointing Representative Name | AWARE INVESTMENT MANAGEMENT GROUP PTY. LTD. |
| Appointing Representative Number | 000355255 |
| Appointing Representative ABN | 47074804292 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate IV in Assessment & Workplace Training | Quality Training Company |
| Certificate in Applied SMSF Advice | Tower Trust |
| Certified Financial Planner | FPA |
| Diploma of Financial Planning | Deakin University/FPA |
| Margin Lending & Geared Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000486455 | PRAESCIUS FINANCIAL HOLDINGS PTY LTD | 2017-10-03 - | AWARE INVESTMENT MANAGEMENT GROUP PTY. LTD. |
| 000411227 | NOW FINANCIAL GROUP PTY LIMITED | 2011-12-01 - 2017-10-02 | NOW FINANCIAL GROUP PTY LIMITED |
| 000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2006-09-01 - 2011-11-30 | KATHARINE ADDERLEY |
| Licence Name | PRAESCIUS FINANCIAL HOLDINGS PTY LTD |
| Licence Number | 000486455 |
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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.