YOSHA STEEGHS-DOORN


Licensee: PROFESSIONAL WEALTH SERVICES PTY LTD

YOSHA STEEGHS-DOORN (Adviser# 000352050) 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 December 17, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name YOSHA STEEGHS-DOORN
Adviser Number 000352050
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000312047
PROFESSIONAL WEALTH SERVICES PTY LTD
Licence Controlled By Donald Maxwell Jeffers
Adviser Start Date 2014-12-17
Appointing Representative Name PROFESSIONAL WEALTH SERVICES PTY LTD
Appointing Representative Number 000312047
Memberships Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (FINSIA)

Authorisations to provide financial product advice

  • YOSHA STEEGHS-DOORN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Accredited Listed Product Adviser Program Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning) Kaplan Professional
Bachelor of Business (Graduated with Distinction) Queensland University of Technology
Diploma of Financial Services (Financial Planning) Kaplan Professional
Self Managed Superannuation Funds Program Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000312047 PROFESSIONAL WEALTH SERVICES PTY LTD
Licence controlled by: Donald Maxwell Jeffers
2014-12-17 - PROFESSIONAL WEALTH SERVICES PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2013-07-03 - 2014-12-04 YOSHA STEEGHS-DOORN
000236839 W B FINANCIAL MANAGEMENT PTY LTD 2012-06-14 - 2013-06-28 YOSHA STEEGHS-DOORN
000311824 IPLAN FINANCIAL SERVICES PTY LTD 2010-04-28 - 2011-08-26 YOSHA STEEGHS-DOORN

Licensee Information

Licence Name PROFESSIONAL WEALTH SERVICES PTY LTD
Licence Number 000312047

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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.