FELICITY CHRISTINE COOPER (Adviser# 000413849) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is January 19, 2016.
Register Name | Financial Advisers |
Adviser Name | FELICITY CHRISTINE COOPER |
Adviser Number | 000413849 |
Adviser Role | Financial Adviser |
Adviser Role Status | Ceased |
Adviser First Advice Year | 1997 |
Financial Service (AFS) Licence |
Licence# 000237498 PREMIUM WEALTH MANAGEMENT PTY LTD |
Licence ABN | 11091418861 |
Licence Controlled By | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
Adviser Start Date | 2016-01-19 |
Adviser End Date | 2016-01-20 |
Appointing Representative Name | PREMIUM WEALTH MANAGEMENT PTY LTD |
Appointing Representative Number | 000237498 |
Appointing Representative ABN | 11091418861 |
Memberships |
Financial Planning Association of Australia (FPA) Stockbrokers Association of Australia |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Arts (Japanese) | Griffith University |
Bachelor of Business (Accounting) | Griffith University |
Diploma Financial Planning | Kaplan |
Graduate Diploma of Applied Finance and Investment | FINSIA |
Master of Financial Planning | Griffith University |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000237498 |
PREMIUM WEALTH MANAGEMENT PTY LTD
Licence controlled by: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
2016-01-19 - 2016-01-20 | PREMIUM WEALTH MANAGEMENT PTY LTD |
000237498 |
PREMIUM WEALTH MANAGEMENT PTY LTD
Licence controlled by: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
2015-07-29 - 2016-01-18 | PREMIUM WEALTH MANAGEMENT PTY LTD |
000477022 | COOPER WEALTH MANAGEMENT PTY LTD | 2015-07-22 - | COOPER WEALTH MANAGEMENT PTY LTD |
000235410 | MORGANS FINANCIAL LIMITED | 2011-11-15 - 2015-06-30 | MORGANS FINANCIAL LIMITED |
000237504 |
MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED |
2007-03-01 - 2011-10-01 |
Licence Name | PREMIUM WEALTH MANAGEMENT PTY LTD |
Licence Number | 000237498 |
Licence ABN | 11091418861 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
KYLA-ANN MERE WEHIPEIHANA | Premium Wealth Management Pty Ltd | Ceased | 2014-05-07 |
PETER MITCHELSON | Premium Wealth Management Pty Ltd | Ceased | 2014-01-06 |
MICHAEL CHAZIKANTIS | Premium Wealth Management Pty Ltd | Ceased | 2014-01-06 |
ADELE MARIE ALESSIO | Premium Wealth Management Pty Ltd | Ceased | 2013-06-18 |
TERRENCE FORD | Premium Wealth Management Pty Ltd | Ceased | 2009-06-05 |
DAVID BOXER | Premium Wealth Management Pty Ltd | Ceased | 2009-06-05 |
MARK JAMES HODDINOTT | Premium Wealth Management Pty Ltd | Ceased | 2003-11-06 |
MICHAEL JAMES BYRNES | Premium Wealth Management Pty Ltd | Ceased | 2003-11-06 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
KYLA-ANN MERE WEHIPEIHANA | Premium Wealth Management Pty Ltd | Ceased | 2014-05-07 |
PETER MITCHELSON | Premium Wealth Management Pty Ltd | Ceased | 2014-01-06 |
MICHAEL CHAZIKANTIS | Premium Wealth Management Pty Ltd | Ceased | 2014-01-06 |
ADELE MARIE ALESSIO | Premium Wealth Management Pty Ltd | Ceased | 2013-06-18 |
TERRENCE FORD | Premium Wealth Management Pty Ltd | Ceased | 2009-06-05 |
DAVID BOXER | Premium Wealth Management Pty Ltd | Ceased | 2009-06-05 |
MARK JAMES HODDINOTT | Premium Wealth Management Pty Ltd | Ceased | 2003-11-06 |
MICHAEL JAMES BYRNES | Premium Wealth Management Pty Ltd | Ceased | 2003-11-06 |
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.