PHILIPPA JANE CASSIDY (Adviser# 000341289) 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 1, 2015.
Register Name | Financial Advisers |
Adviser Name | PHILIPPA JANE CASSIDY |
Adviser Number | 000341289 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1994 |
Financial Service (AFS) Licence |
Licence# 000343939 INTAS FINANCIAL SERVICES PTY. LTD. |
Licence ABN | 79140278771 |
Adviser Start Date | 2015-06-01 |
Appointing Representative Name | INTAS FINANCIAL SERVICES PTY. LTD. |
Appointing Representative Number | 000343939 |
Appointing Representative ABN | 79140278771 |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce | University of Tasmania |
Diploma of Financial Planning | Financial Planning Association |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000343939 | INTAS FINANCIAL SERVICES PTY. LTD. | 2015-06-01 - | INTAS FINANCIAL SERVICES PTY. LTD. |
000339136 | WILLS FINANCIAL GROUP PTY LTD | 2009-09-30 - 2015-05-31 | WILLS FINANCIAL GROUP PTY LTD |
Licence Name | INTAS FINANCIAL SERVICES PTY. LTD. |
Licence Number | 000343939 |
Licence ABN | 79140278771 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
NICHOLAS NATHAN BURKE | Intas Financial Services Pty. Ltd. | Current | 2010-04-12 |
WILLIAM ROGER HOMAN | Intas Financial Services Pty. Ltd. | Current | 2010-03-01 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
NICHOLAS NATHAN BURKE | Intas Financial Services Pty. Ltd. | Current | 2010-04-12 |
WILLIAM ROGER HOMAN | Intas Financial Services Pty. Ltd. | Current | 2010-03-01 |
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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.