KAYLEIGH PATMORE

Licensee: SOUTH COAST WEALTH MANAGEMENT PTY LTD

KAYLEIGH PATMORE (Adviser# 000321665) 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 February 1, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name KAYLEIGH PATMORE
Adviser Number 000321665
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000222274
SOUTH COAST WEALTH MANAGEMENT PTY LTD
Licence ABN 30002577746
Adviser Start Date 2010-02-01
Appointing Representative Name SOUTH COAST WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000222274
Appointing Representative ABN 30002577746
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • KAYLEIGH PATMORE
  • ·
  • 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
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan Education Pty Ltd
Diploma of Financial Services (Financial Planning) Kaplan Education
Margin Lending and Geared Investments Kaplan Professional
Responsible Manager Induction Kaplan Professional
Self Managed Superannuation Funds Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000222274 SOUTH COAST WEALTH MANAGEMENT PTY LTD 2010-02-01 - SOUTH COAST WEALTH MANAGEMENT PTY LTD

Licensee Information

Licence Name SOUTH COAST WEALTH MANAGEMENT PTY LTD
Licence Number 000222274
Licence ABN 30002577746

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DARREN JOHN MADGE South Coast Wealth Management Pty Ltd Current 2002-10-05

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DARREN JOHN MADGE South Coast Wealth Management Pty Ltd Current 2002-10-05

Competitor

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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.