TRUDY ANN HEINS (Adviser# 000248550) 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 February 7, 2017.
| Register Name | Financial Advisers |
| Adviser Name | TRUDY ANN HEINS |
| Adviser Number | 000248550 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 91960025048 |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000254544 GPS WEALTH LTD |
| Licence ABN | 17005482726 |
| Licence Controlled By | EASTON INVESTMENTS LIMITED |
| Adviser Start Date | 2017-02-07 |
| Appointing Representative Name | WHOLISTIC FINANCIAL COACHING PTY LTD |
| Appointing Representative Number | 000405607 |
| Appointing Representative ABN | 68129895370 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| CFP | FPA |
| DPML Margin Lending | Pinnacle |
| Diploma Financial Planning | Deakin University |
| Diploma of Agriculture | Rural Biz |
| SMSF | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000254544 |
GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED |
2017-02-07 - | WHOLISTIC FINANCIAL COACHING PTY LTD |
| 000224645 |
ELDERS FINANCIAL PLANNING PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ~ ELDERS RURAL SERVICES AUSTRALIA LIMITED Further restrictions: Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only. |
2014-09-26 - 2016-12-16 | ELDERS FINANCIAL PLANNING PTY LTD |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2013-01-03 - 2014-09-30 | |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2012-09-28 - 2012-11-15 | |
| 000329408 | ONE26 PTY LTD | 2012-03-29 - 2012-09-02 | |
| 000223260 | AYLESBURY FINANCIAL GROUP PTY LTD | 2011-10-26 - 2012-03-28 |
| Licence Name | GPS WEALTH LTD |
| Licence Number | 000254544 |
| Licence ABN | 17005482726 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LESLEY ANNE CROSS | Gps Wealth Ltd | Current | 2018-08-27 |
| PRISCILLA HARRIET STRELOW | Gps Wealth Ltd | Current | 2018-08-27 |
| KIM MOONEY | Gps Wealth Ltd | Current | 2018-08-13 |
| GAMBHIR WATTS | Gps Wealth Ltd | Current | 2018-08-13 |
| CLAIRE MARTIN | Gps Wealth Ltd | Current | 2018-08-10 |
| LEIGH VICTOR VELLA | Gps Wealth Ltd | Current | 2018-07-26 |
| JOHN PAUL EDWARDS | Gps Wealth Ltd | Current | 2018-07-26 |
| ANDREW JAMES HAYNES | Gps Wealth Ltd | Current | 2018-07-12 |
| MARK NOEL WORRALL | Gps Wealth Ltd | Current | 2018-07-10 |
| ALEXANDAR BOZINOVSKI | Gps Wealth Ltd | Current | 2018-07-02 |
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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.