SAMANTHA HARRISON (Adviser# 000306193) 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 13, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SAMANTHA HARRISON |
| Adviser Number | 000306193 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000345282 WOTHERSPOON WEALTH PTY LTD |
| Licence ABN | 43129595115 |
| Adviser Start Date | 2016-05-13 |
| Appointing Representative Name | WOTHERSPOON WEALTH PTY LTD |
| Appointing Representative Number | 000345282 |
| Appointing Representative ABN | 43129595115 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Finance | University of Adelaide |
| CFP Certification Program | Financial Planning Association of Australia |
| Diploma of Financial Services | Kaplan Professional |
| Graduate Diploma of Charted Accounting | Institute of Chartered Accountants |
| Margin Lending and Geared Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000345282 | WOTHERSPOON WEALTH PTY LTD | 2016-05-13 - | WOTHERSPOON WEALTH PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2006-09-28 - 2013-12-23 | SAMANTHA HARRISON |
| 000220897 | HOOD SWEENEY SECURITIES PTY LTD | 2003-12-23 - 2016-05-13 | HOOD SWEENEY SECURITIES PTY LTD |
| Licence Name | WOTHERSPOON WEALTH PTY LTD |
| Licence Number | 000345282 |
| Licence ABN | 43129595115 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LIN CAREY | Wotherspoon Wealth Pty Ltd | Current | 2018-04-06 |
| SCOTT LEIGH DAWSON | Wotherspoon Wealth Pty Ltd | Current | 2017-08-03 |
| LORRAINE ELIZABETH TYLER | Wotherspoon Wealth Pty Ltd | Ceased | 2015-02-23 |
| OLIVER TEMME | Wotherspoon Wealth Pty Ltd | Current | 2014-07-28 |
| SIMON MARK WOTHERSPOON | Wotherspoon Wealth Pty Ltd | Current | 2010-05-10 |
| JOHN ROBERT WOTHERSPOON | Wotherspoon Wealth Pty Ltd | Current | 2010-04-10 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LIN CAREY | Wotherspoon Wealth Pty Ltd | Current | 2018-04-06 |
| SCOTT LEIGH DAWSON | Wotherspoon Wealth Pty Ltd | Current | 2017-08-03 |
| LORRAINE ELIZABETH TYLER | Wotherspoon Wealth Pty Ltd | Ceased | 2015-02-23 |
| OLIVER TEMME | Wotherspoon Wealth Pty Ltd | Current | 2014-07-28 |
| SIMON MARK WOTHERSPOON | Wotherspoon Wealth Pty Ltd | Current | 2010-05-10 |
| JOHN ROBERT WOTHERSPOON | Wotherspoon Wealth Pty Ltd | Current | 2010-04-10 |
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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.