KATHRYN ZERBST


Licensee: PROFESSIONAL INVESTMENT SERVICES PTY LTD

KATHRYN ZERBST (Adviser# 000325345) 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 October 24, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name KATHRYN ZERBST
Adviser Number 000325345
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000234951
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence ABN 11074608558
Licence Controlled By CENTREPOINT WEALTH PTY LTD
Adviser Start Date 2017-10-24
Appointing Representative Name XSEEDWEALTH PTY LTD
Appointing Representative Number 000466622
Appointing Representative ABN 56126371346

Authorisations to provide financial product advice

  • KATHRYN ZERBST
  • ·
  • 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 Education Australian Catholic University
Bachelor of Education Australian Catholic University
CPD Accreditor Program FPA
CPD Accreditor Program FPA
Diploma of Financial Services (Financial Planning) Tribeca Learning (Aust) Pty Ltd
Diploma of Financial Services (Financial Planning) Tribeca Learning (Aust) Pty Ltd
Margin Lending and Gearing Investments Kaplan Professional
Margin Lending and Gearing Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2017-10-24 - XSEEDWEALTH PTY LTD
000449221 ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
2017-10-24 - XSEEDWEALTH PTY LTD
000428451 NEW WORLD ADVISERS GROUP PTY LTD 2014-09-11 - 2016-05-06 AFFORDABLE FINANCIAL ADVICE PTY LTD
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2014-03-28 - 2014-09-10 KATHRYN ZERBST
000225085 A.C.N. 079 121 136 PTY LTD 2008-10-17 - 2009-04-09 KATHRYN ZERBST

Licensee Information

Licence Name PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence Number 000234951
Licence ABN 11074608558

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RODICA SIMOS Professional Investment Services Pty Ltd Current 2018-06-04
MATTHEW FRANK JOHN MILES Professional Investment Services Pty Ltd Current 2018-02-28
JAK JOHNSTON Professional Investment Services Pty Ltd Current 2018-02-26
WILLIAM KHA Professional Investment Services Pty Ltd Current 2018-02-15
FRANK TSIRIGOTIS Professional Investment Services Pty Ltd Current 2018-02-09
ANUPAMA TEMBE Professional Investment Services Pty Ltd Current 2018-02-09
CATHERINE ODETTE WELLS Professional Investment Services Pty Ltd Current 2018-01-04
ROBYN LEANNE ARNOLD Professional Investment Services Pty Ltd Current 2017-11-30
CORYNNE MURPHY Professional Investment Services Pty Ltd Current 2017-11-24
AIQUOC NGUYEN Professional Investment Services Pty Ltd Ceased 2017-10-17

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.