BETH LOUISE CASEY

Licensee: RG AFSL PTY LTD

BETH LOUISE CASEY (Adviser# 000341471) 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 25, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name BETH LOUISE CASEY
Adviser Number 000341471
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000493702
RG AFSL PTY LTD
Licence Controlled By John ROBERTSON
Adviser Start Date 2017-08-25
Appointing Representative Name RG AFSL PTY LTD
Appointing Representative Number 000493702

Authorisations to provide financial product advice

  • BETH LOUISE CASEY
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
ASX Listed Products Accreditation Course (LPAC) LPAC Online Pty Ltd
Advanced Diploma of Financial Services (Financial Planning) Kaplan
Diploma of Financial Services (Financial Planning) Kaplan
Margin Lending & Geared Investments Kaplan
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000493702 RG AFSL PTY LTD
Licence controlled by: John ROBERTSON
2017-08-25 - RG AFSL PTY LTD
000326450 WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2015-03-01 - 2017-08-24 WEALTHSURE FINANCIAL SERVICES PTY LTD
000238030 WEALTHSURE PTY LTD 2009-10-01 - 2015-02-28

Licensee Information

Licence Name RG AFSL PTY LTD
Licence Number 000493702

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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.