KYLE SHANNON POTTER (Adviser# 000285360) 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 June 13, 2017.
| Register Name | Financial Advisers |
| Adviser Name | KYLE SHANNON POTTER |
| Adviser Number | 000285360 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000472666 3CSG PTY LTD |
| Adviser Start Date | 2017-06-13 |
| Appointing Representative Name | ASPIRE SRS PTY LTD |
| Appointing Representative Number | 000283942 |
| Appointing Representative ABN | 94111785463 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional (formerly Tribeca) |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional (formerly Tribeca) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000472666 | 3CSG PTY LTD | 2017-06-13 - | ASPIRE SRS PTY LTD |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2013-06-15 - 2017-06-13 | FINANCIAL WISDOM LIMITED |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2010-03-20 - 2013-06-14 |
| Licence Name | 3CSG PTY LTD |
| Licence Number | 000472666 |
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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.