KATHERINE ANNE KEALY (Adviser# 000389149) 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 November 22, 2010.
Register Name | Financial Advisers |
Adviser Name | KATHERINE ANNE KEALY |
Adviser Number | 000389149 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2010 |
Financial Service (AFS) Licence |
Licence# 000308725 STRATEGY FIRST FINANCIAL PLANNERS PTY LTD |
Licence ABN | 32121903651 |
Licence Controlled By |
GREGORY WILLEY TIMOTHY WAKELING |
Adviser Start Date | 2010-11-22 |
Appointing Representative Name | STRATEGY FIRST FINANCIAL PLANNERS PTY LTD |
Appointing Representative Number | 000308725 |
Appointing Representative ABN | 32121903651 |
|
Qualification / Degree | Institute / School |
---|---|
Diploma of Financial Services (Financial Planning) | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000308725 |
STRATEGY FIRST FINANCIAL PLANNERS PTY LTD
Licence controlled by: GREGORY WILLEY ~ TIMOTHY WAKELING |
2010-11-22 - | STRATEGY FIRST FINANCIAL PLANNERS PTY LTD |
Licence Name | STRATEGY FIRST FINANCIAL PLANNERS PTY LTD |
Licence Number | 000308725 |
Licence ABN | 32121903651 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
GREGORY NOEL WILLEY | Strategy First Financial Planners Pty Ltd | Current | 2007-02-06 |
TIMOTHY ALBERT WAKELING | Strategy First Financial Planners Pty Ltd | Current | 2007-02-06 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
GREGORY NOEL WILLEY | Strategy First Financial Planners Pty Ltd | Current | 2007-02-06 |
TIMOTHY ALBERT WAKELING | Strategy First Financial Planners Pty Ltd | Current | 2007-02-06 |
Please comment or provide details below to improve the information on .
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.