THERESA MCLELLAN (Adviser# 000242201) 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 27, 2010.
| Register Name | Financial Advisers |
| Adviser Name | THERESA MCLELLAN |
| Adviser Number | 000242201 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1987 |
| Financial Service (AFS) Licence |
Licence# 000356466 PROFESSIONAL WOMENS INVESTMENT SERVICE PTY. LTD. |
| Licence ABN | 73104610308 |
| Adviser Start Date | 2010-07-27 |
| Appointing Representative Name | PROFESSIONAL WOMENS INVESTMENT SERVICE PTY. LTD. |
| Appointing Representative Number | 000356466 |
| Appointing Representative ABN | 73104610308 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | RMIT |
| Certified Financial Planner | FPA |
| Certified Practicing Accountant | CPA Australia |
| SMSF Lending Program | MFAA |
| Superannuation Management | The Association of Superannuation Funds of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000356466 | PROFESSIONAL WOMENS INVESTMENT SERVICE PTY. LTD. | 2010-07-27 - | PROFESSIONAL WOMENS INVESTMENT SERVICE PTY. LTD. |
| Licence Name | PROFESSIONAL WOMENS INVESTMENT SERVICE PTY. LTD. |
| Licence Number | 000356466 |
| Licence ABN | 73104610308 |
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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.