KURT PURKISS (Adviser# 000327217) 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 August 16, 2017.
| Register Name | Financial Advisers |
| Adviser Name | KURT PURKISS |
| Adviser Number | 000327217 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000245569 MERITUM FINANCIAL GROUP PTY LTD |
| Licence ABN | 93106888215 |
| Licence Controlled By |
NATIONAL AUSTRALIA BANK LIMITED NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
| Adviser Start Date | 2017-08-16 |
| Appointing Representative Name | LAMBOURNE PARTNERS WEALTH PTY LTD |
| Appointing Representative Number | 001257489 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Responsible Executives Exam | Kaplan Professional Education |
| Advanced Diploma of Financial Planning | Pinnacle Financial Services |
| Diploma of Financial Planning | Pinnacle Financial Services |
| Masters of Business | Newcastle University |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000245569 |
MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2017-08-16 - | LAMBOURNE PARTNERS WEALTH PTY LTD |
| 000227043 |
NOVATAX PTY. LIMITED
Licence controlled by: DAVID MINEHAN ~ ROBERT PURCELL |
2016-07-20 - 2017-08-16 | NOVATAX PTY. LIMITED |
| 000238430 |
STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016] |
2016-04-01 - 2016-05-31 | STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED |
| 000240837 |
BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2008-06-27 - 2015-09-25 | BRIDGES FINANCIAL SERVICES PTY LIMITED |
| Licence Name | MERITUM FINANCIAL GROUP PTY LTD |
| Licence Number | 000245569 |
| Licence ABN | 93106888215 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LINDSAY LAWRENCE HOSKING | Meritum Financial Group Pty Ltd | Current | 2018-08-28 |
| PETER CLIVE GRIGG | Meritum Financial Group Pty Ltd | Current | 2018-08-28 |
| SHANA POLICHRONOPOULOS | Meritum Financial Group Pty Ltd | Current | 2018-07-06 |
| DAVID PHOUTASACK SENGCHANSAVANG | Meritum Financial Group Pty Ltd | Current | 2018-06-01 |
| SHANE BLACK | Meritum Financial Group Pty Ltd | Current | 2018-05-18 |
| MARK ANTHONY CECIL | Meritum Financial Group Pty Ltd | Current | 2018-05-01 |
| MICHAEL YACOUB | Meritum Financial Group Pty Ltd | Current | 2018-03-08 |
| ELIZABETH JEAN HOVASAPIAN | Meritum Financial Group Pty Ltd | Current | 2018-03-02 |
| CELESTE ABELLA | Meritum Financial Group Pty Ltd | Current | 2018-03-02 |
| BRETT ANDREW HAYMES | Meritum Financial Group Pty Ltd | Current | 2018-02-28 |
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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.