PHILIPPE BOSSERT


Licensee: CORE FINANCIAL SERVICES PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • PHILIPPE BOSSERT
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name CORE FINANCIAL SERVICES PTY LTD
Licence Number 000480009
Licence ABN 91607163646

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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

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Dataset Information


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.