JULIE ANNE PETERS

Licensee: GILLESPIE FINANCE DIRECTIONS PTY LTD

JULIE ANNE PETERS (Adviser# 000404971) 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 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name JULIE ANNE PETERS
Adviser Number 000404971
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000478547
GILLESPIE FINANCE DIRECTIONS PTY LTD
Adviser Start Date 2015-12-01
Appointing Representative Name GILLESPIE FINANCE DIRECTIONS PTY LTD
Appointing Representative Number 000478547
Further Restrictions Is not authorised to provided SMSF advice.

Authorisations to provide financial product advice

  • JULIE ANNE PETERS
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes IDPS Only
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Certi IV in Finance & Mortgage Broking Kaplan
Diploma of Financial Services Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000478547 GILLESPIE FINANCE DIRECTIONS PTY LTD
Further restrictions: Is not authorised to provided SMSF advice.
2015-12-01 - GILLESPIE FINANCE DIRECTIONS PTY LTD
000231103 FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence controlled by: FIDUCIAN GROUP LIMITED
Further restrictions: Is not authorised to provided SMSF advice.
2011-05-20 - 2015-11-30 FIDUCIAN FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name GILLESPIE FINANCE DIRECTIONS PTY LTD
Licence Number 000478547

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.