SUZANNE THERESE POULTON (Adviser# 000442789) 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 March 27, 2017.
| Register Name | Financial Advisers |
| Adviser Name | SUZANNE THERESE POULTON |
| Adviser Number | 000442789 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000480387 CORE VALUE FA PTY LTD |
| Adviser Start Date | 2017-03-27 |
| Appointing Representative Name | CORE VALUE FA PTY LTD |
| Appointing Representative Number | 000480387 |
| Memberships | Tax (Financial) Adviser |
| Further Restrictions | Not authorised to provide advice for Self-Managed Super Funds. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma | Financial Planning - Kaplan Professional Education |
| Diploma Of Financial Services (Financial Planning) | Kaplan Professional Education |
| Taxation Planning | Integratec |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000480387 |
CORE VALUE FA PTY LTD
Further restrictions: Not authorised to provide advice for Self-Managed Super Funds. |
2017-03-27 - | CORE VALUE FA PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2016-03-09 - 2017-03-23 | CATALYST FINANCIAL GROUP PTY LTD |
| 000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2015-02-01 - 2015-07-24 | APOGEE FINANCIAL PLANNING LIMITED |
| Licence Name | CORE VALUE FA PTY LTD |
| Licence Number | 000480387 |
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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.