JUDITH KAYE BERT (Adviser# 000429628) 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 February 9, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JUDITH KAYE BERT |
| Adviser Number | 000429628 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000492022 KEY FINANCIAL PLANNERS PTY LTD |
| Adviser Start Date | 2017-02-09 |
| Appointing Representative Name | KEY FINANCIAL PLANNERS PTY LTD |
| Appointing Representative Number | 000492022 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan Professional Education |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000492022 | KEY FINANCIAL PLANNERS PTY LTD | 2017-02-09 - | KEY FINANCIAL PLANNERS PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2012-10-18 - 2017-02-08 | MAGNITUDE GROUP PTY LTD |
| Licence Name | KEY FINANCIAL PLANNERS PTY LTD |
| Licence Number | 000492022 |
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.