KATHRYN ELISE LIEBEZEIT (Adviser# 000245498) 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 22, 2013.
Register Name | Financial Advisers |
Adviser Name | KATHRYN ELISE LIEBEZEIT |
Adviser Number | 000245498 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1998 |
Financial Service (AFS) Licence |
Licence# 000220897 HOOD SWEENEY SECURITIES PTY LTD |
Licence ABN | 40081455165 |
Adviser Start Date | 2013-07-22 |
Appointing Representative Name | HOOD SWEENEY SECURITIES PTY LTD |
Appointing Representative Number | 000220897 |
Appointing Representative ABN | 40081455165 |
Memberships | Financial Planning Association of Australia (FPA) |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Science (Mathematical and Computer Sciences) | The University of Adelaide |
CFP Certification Program | Financial Planning Association of Australia |
Diploma of Financial Planning | Financial Planning Association of Australia |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000220897 | HOOD SWEENEY SECURITIES PTY LTD | 2013-07-22 - | HOOD SWEENEY SECURITIES PTY LTD |
000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2013-04-03 - 2013-05-21 | KATHRYN ELISE LIEBEZEIT |
000225128 | ABACUS INVESTMENT MANAGEMENT PTY LTD | 2010-08-20 - 2012-06-28 | KATHRYN ELISE LIEBEZEIT |
000236551 | PERKS WEALTH MANAGEMENT PTY LTD | 2004-01-01 - 2009-04-03 | KATHRYN ELISE LIEBEZEIT |
Licence Name | HOOD SWEENEY SECURITIES PTY LTD |
Licence Number | 000220897 |
Licence ABN | 40081455165 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ANIKA NICHOLAS | Hood Sweeney Securities Pty Ltd | Current | 2018-07-18 |
THYRA MARGUERITE WILTON | Hood Sweeney Securities Pty Ltd | Current | 2018-07-18 |
CHRISTINA TRAN | Hood Sweeney Securities Pty Ltd | Current | 2017-12-19 |
MEGAN LOUISE HENDERSON | Hood Sweeney Securities Pty Ltd | Current | 2017-07-10 |
HANNAH KATE WALLER | Hood Sweeney Securities Pty Ltd | Current | 2015-10-23 |
ISAAC KALLESKE | Hood Sweeney Securities Pty Ltd | Current | 2015-10-23 |
CRAIG GEOFFREY SCROOP | Hood Sweeney Securities Pty Ltd | Current | 2014-03-12 |
SUSAN LY | Hood Sweeney Securities Pty Ltd | Current | 2012-12-21 |
STEVEN ROBERT MONACO | Hood Sweeney Securities Pty Ltd | Current | 2009-07-29 |
DARREN PAUL SEARLE | Hood Sweeney Securities Pty Ltd | Current | 2009-06-04 |
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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.