KIM LOUISE BETTS (Adviser# 000402724) 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 July 15, 2016.
| Register Name | Financial Advisers |
| Adviser Name | KIM LOUISE BETTS |
| Adviser Number | 000402724 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000477022 COOPER WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 26606009045 |
| Adviser Start Date | 2016-07-15 |
| Appointing Representative Name | FELICITY CHRISTINE COOPER |
| Appointing Representative Number | 000413849 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Aged Care Professional | Aged Care Steps |
| Certified Financial Planner | Financial Planning Association of Australia |
| Diploma of Financial Advising | Securities Institute |
| Graduate Diploma of Financial Planning | FINSIA |
| Specialist Self Managed Super Fund | University of Adelaide |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000477022 | COOPER WEALTH MANAGEMENT PTY LTD | 2016-07-15 - | FELICITY CHRISTINE COOPER |
| 000237498 |
PREMIUM WEALTH MANAGEMENT PTY LTD
Licence controlled by: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
2016-01-18 - 2016-02-26 | PREMIUM WEALTH MANAGEMENT PTY LTD |
| 000284443 | QUADRANT FIRST PTY LTD | 2011-04-01 - 2012-10-26 | KIM LOUISE BETTS |
| Licence Name | COOPER WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000477022 |
| Licence ABN | 26606009045 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER-RHYS LEIKAS | Cooper Wealth Management Pty Ltd | Current | 2018-08-27 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER-RHYS LEIKAS | Cooper Wealth Management Pty Ltd | Current | 2018-08-27 |
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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.