PHILIPPE BOSSERT (Adviser# 000320029) 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 18, 2018.
Register Name | Financial Advisers |
Adviser Name | PHILIPPE BOSSERT |
Adviser Number | 000320029 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2007 |
Financial Service (AFS) Licence |
Licence# 000480009 CORE FINANCIAL SERVICES PTY LTD |
Licence ABN | 91607163646 |
Adviser Start Date | 2018-06-18 |
Appointing Representative Name | CORE FINANCIAL SERVICES PTY LTD |
Appointing Representative Number | 000480009 |
Appointing Representative ABN | 91607163646 |
Memberships | CPA Australia (CPA) |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Business | Edith Cowan University |
Diploma of Financial Services | Financial Services Institute of Australia |
Margin Lending and Geared Investments | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000480009 | CORE FINANCIAL SERVICES PTY LTD | 2018-06-18 - | CORE FINANCIAL SERVICES PTY LTD |
000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2017-11-30 - 2018-06-18 | DOVER FINANCIAL ADVISERS PTY LTD |
000480007 | PRESTIGE WEALTH ADVISERS PTY LTD | 2016-08-30 - 2017-11-30 | PRESTIGE WEALTH ADVISERS PTY LTD |
000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2007-11-26 - 2016-08-25 | COUNT FINANCIAL LIMITED |
Licence Name | CORE FINANCIAL SERVICES PTY LTD |
Licence Number | 000480009 |
Licence ABN | 91607163646 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ROBERT DONALD STARK | Core Financial Services Pty Ltd | Current | 2018-06-19 |
STEVEN GEORGE KERBEL | Core Financial Services Pty Ltd | Current | 2018-06-19 |
CHRISTOPHER BARCLAY FIRNS | Core Financial Services Pty Ltd | Current | 2018-05-18 |
REBECCA VIOLA FIRNS | Core Financial Services Pty Ltd | Current | 2017-04-10 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ROBERT DONALD STARK | Core Financial Services Pty Ltd | Current | 2018-06-19 |
STEVEN GEORGE KERBEL | Core Financial Services Pty Ltd | Current | 2018-06-19 |
CHRISTOPHER BARCLAY FIRNS | Core Financial Services Pty Ltd | Current | 2018-05-18 |
REBECCA VIOLA FIRNS | Core Financial Services Pty Ltd | Current | 2017-04-10 |
Please comment or provide details below to improve the information on .
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.