AMY PURSEHOUSE (Adviser# 000409224) 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 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | AMY PURSEHOUSE |
| Adviser Number | 000409224 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000237874 PLAN 2 PTY LTD |
| Licence ABN | 60010875073 |
| Adviser Start Date | 2018-08-01 |
| Appointing Representative Name | PLAN 2 PTY LTD |
| Appointing Representative Number | 000237874 |
| Appointing Representative ABN | 60010875073 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Mentor Education |
| Diploma of Financial Services (Financial Planning) | Mentor Education Pty Ltd |
| Graduate Certificate in Financial Planning | Griffith University |
| Self Managed Superannuation Fund Adviser (Personal Advice) | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237874 | PLAN 2 PTY LTD | 2018-08-01 - | PLAN 2 PTY LTD |
| 000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2017-08-17 - 2018-05-30 | IPAC SECURITIES LIMITED |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD Further restrictions: Not authorised to provide Self Managed Superannuation advice |
2016-10-17 - 2017-08-08 | XSEEDWEALTH PTY LTD |
| 000449221 |
ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] Further restrictions: Not authorised to provide Self Managed Superannuation advice |
2016-10-17 - 2017-08-08 | XSEEDWEALTH PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2011-08-05 - 2016-10-05 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | PLAN 2 PTY LTD |
| Licence Number | 000237874 |
| Licence ABN | 60010875073 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CLIVE HAMPSON | Plan 2 Pty Ltd | Current | 2017-05-23 |
| JASON RICHARD HENRY POWELL | Plan 2 Pty Ltd | Ceased | 2017-05-08 |
| HENRY ROBERT MCGHEE | Plan 2 Pty Ltd | Current | 2015-05-08 |
| MEREDITH PAMELA SIRETT | Plan 2 Pty Ltd | Current | 2015-04-30 |
| PAUL KEITH JACKSON | Plan 2 Pty Ltd | Current | 2013-09-03 |
| LAURA JACKSON | Plan 2 Pty Ltd | Ceased | 2013-02-22 |
| SHARYN ANNE CLARK | Plan 2 Pty Ltd | Current | 2010-09-22 |
| DAVID JOHN MARSDEN | Plan 2 Pty Ltd | Current | 2010-06-21 |
| AMANDA NICOLE MCCALL | Plan 2 Pty Ltd | Current | 2010-03-11 |
| ANTHONY LEWIS AVERY | Plan 2 Pty Ltd | Ceased | 2010-03-11 |
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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.