RENEE GWENDOLINE SIMPSON (Adviser# 000281122) 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 May 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | RENEE GWENDOLINE SIMPSON |
| Adviser Number | 000281122 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000447616 PROVIDENT STRATEGIES PTY LTD |
| Adviser Start Date | 2017-05-01 |
| Appointing Representative Name | PROVIDENT STRATEGIES PTY LTD |
| Appointing Representative Number | 000447616 |
| Memberships | Institute of Chartered Accountants |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of South Australia |
| Diploma of Financial Services (Financial Planning) | Finsia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000447616 | PROVIDENT STRATEGIES PTY LTD | 2017-05-01 - | PROVIDENT STRATEGIES PTY LTD |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2011-11-03 - 2013-02-17 | |
| 000357306 |
FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD Further restrictions: Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; |
2011-11-03 - 2018-02-01 | FORTNUM PRIVATE WEALTH LTD |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2004-10-01 - 2011-11-02 |
| Licence Name | PROVIDENT STRATEGIES PTY LTD |
| Licence Number | 000447616 |
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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.