KATIE GIBBS (Adviser# 000429692) 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 October 9, 2017.
| Register Name | Financial Advisers |
| Adviser Name | KATIE GIBBS |
| Adviser Number | 000429692 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000240959 ACTUATE ALLIANCE SERVICES PTY LTD |
| Licence ABN | 40083233925 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2017-10-09 |
| Appointing Representative Name | ACTUATE ALLIANCE SERVICES PTY LTD |
| Appointing Representative Number | 000240959 |
| Appointing Representative ABN | 40083233925 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Can provide advice in Superannuation except for Self-Managed Superannuation Funds. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan Professional |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240959 |
ACTUATE ALLIANCE SERVICES PTY LTD
Licence controlled by: IOOF HOLDINGS LTD Further restrictions: Can provide advice in Superannuation except for Self-Managed Superannuation Funds. |
2017-10-09 - | ACTUATE ALLIANCE SERVICES PTY LTD |
| 000232729 |
ADVISER NETWORK PTY LTD
Licence controlled by: LINK ADMINISTRATION HOLDINGS LIMITED ~ LINK DIGITAL SOLUTIONS PTY LIMITED ~ LONSEC HOLDINGS PTY LTD [Date Ceased: 15/06/2017] |
2014-01-08 - 2017-09-22 | MERCY SUPER FINANCIAL SERVICES PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2012-10-19 - 2013-12-19 | KATIE GIBBS |
| 000229885 |
SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2007-03-01 - 2012-09-06 |
| Licence Name | ACTUATE ALLIANCE SERVICES PTY LTD |
| Licence Number | 000240959 |
| Licence ABN | 40083233925 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID ADAMS | Actuate Alliance Services Pty Ltd | Current | 2017-10-06 |
| JOSHUA JOHN HAMPTON | Actuate Alliance Services Pty Ltd | Current | 2015-10-07 |
| DAVID MARTIN RAITS | Actuate Alliance Services Pty Ltd | Ceased | 2013-12-08 |
| ROSS CAMERON TULLY | Actuate Alliance Services Pty Ltd | Current | 2013-05-29 |
| GLEN STUART PALMER | Actuate Alliance Services Pty Ltd | Current | 2011-09-12 |
| JENNIFER ALICE ESKOLA | Actuate Alliance Services Pty Ltd | Current | 2011-06-14 |
| GALEN TRIENEN | Actuate Alliance Services Pty Ltd | Current | 2011-05-20 |
| SLOAN MICHAEL WILKINS | Actuate Alliance Services Pty Ltd | Current | 2009-03-01 |
| MEREDITH TREW | Actuate Alliance Services Pty Ltd | Current | 2006-10-03 |
| GLENDA MARIE SWEENEY | Actuate Alliance Services Pty Ltd | Current | 2005-10-01 |
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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.