KATHERINE BOLAND (Adviser# 000268611) 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 March 2, 2004.
| Register Name | Financial Advisers |
| Adviser Name | KATHERINE BOLAND |
| Adviser Number | 000268611 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000246725 COMPLETE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 70107216955 |
| Adviser Start Date | 2004-03-02 |
| Appointing Representative Name | COMPLETE FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000246725 |
| Appointing Representative ABN | 70107216955 |
| Further Restrictions | Doesn't provide advice in relation to Self Managed Superannuation Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (FP) | Tribeca |
| Certificate IV in Financial Planning | Integratec |
| Dipolma of Financial Services (FP) | Integratec |
| Fellow Chartered Financial Practitioner | AFA |
| Margin Lending and Geared Investments | Kplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000246725 |
COMPLETE FINANCIAL PLANNING PTY LTD
Further restrictions: Doesn't provide advice in relation to Self Managed Superannuation Funds |
2004-03-02 - | COMPLETE FINANCIAL PLANNING PTY LTD |
| Licence Name | COMPLETE FINANCIAL PLANNING PTY LTD |
| Licence Number | 000246725 |
| Licence ABN | 70107216955 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| EMMA JANE OLIVER | Complete Financial Planning Pty Ltd | Ceased | 2007-08-23 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| EMMA JANE OLIVER | Complete Financial Planning Pty Ltd | Ceased | 2007-08-23 |
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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.