DON CUTHBERTSON

Licensee: PROFESSIONAL WEALTH MANAGEMENT SERVICES PTY LTD

DON CUTHBERTSON (Adviser# 000242187) 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 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name DON CUTHBERTSON
Adviser Number 000242187
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1989
Financial Service (AFS) Licence Licence# 000468125
PROFESSIONAL WEALTH MANAGEMENT SERVICES PTY LTD
Adviser Start Date 2015-07-01
Appointing Representative Name PROFESSIONAL WEALTH MANAGEMENT SERVICES PTY LTD
Appointing Representative Number 000468125
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • DON CUTHBERTSON
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma Financial Planning - ThreeSixty

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000468125 PROFESSIONAL WEALTH MANAGEMENT SERVICES PTY LTD 2015-07-01 - PROFESSIONAL WEALTH MANAGEMENT SERVICES PTY LTD
000230689 APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2003-12-01 - 2015-04-09 APOGEE FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name PROFESSIONAL WEALTH MANAGEMENT SERVICES PTY LTD
Licence Number 000468125

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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.