LEESA MICHELLE GRAHAM (Adviser# 000327931) 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 9, 2017.
| Register Name | Financial Advisers |
| Adviser Name | LEESA MICHELLE GRAHAM |
| Adviser Number | 000327931 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000307169 POWER 2 FINANCIAL PLANNING PTY LTD |
| Licence ABN | 67122107528 |
| Adviser Start Date | 2017-10-09 |
| Appointing Representative Name | POWER 2 FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000307169 |
| Appointing Representative ABN | 67122107528 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business ( Accounting) | Central Queensland University |
| Certification Program | CPA Australia |
| Certified Financial Planner | FPA |
| Post Graduate Diploma in Financial Planning | University of Southern Queensland |
| SMSF Specialist Adviser | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000307169 | POWER 2 FINANCIAL PLANNING PTY LTD | 2017-10-09 - | POWER 2 FINANCIAL PLANNING PTY LTD |
| 000247104 |
ACCUVEST PTY LTD
Further restrictions: Derivatives limited to old law securities options contracts and warrants |
2008-07-14 - 2017-10-05 | ACCUVEST PTY LTD |
| Licence Name | POWER 2 FINANCIAL PLANNING PTY LTD |
| Licence Number | 000307169 |
| Licence ABN | 67122107528 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MELISSA UREN | Power 2 Financial Planning Pty Ltd | Ceased | 2017-06-29 |
| DEREK JASON FITZGERALD | Power 2 Financial Planning Pty Ltd | Current | 2010-07-26 |
| JOHN MICHAEL CARROLL | Power 2 Financial Planning Pty Ltd | Current | 2008-11-18 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MELISSA UREN | Power 2 Financial Planning Pty Ltd | Ceased | 2017-06-29 |
| DEREK JASON FITZGERALD | Power 2 Financial Planning Pty Ltd | Current | 2010-07-26 |
| JOHN MICHAEL CARROLL | Power 2 Financial Planning Pty Ltd | Current | 2008-11-18 |
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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.