REBECCA EMILIE KATE FERGUSSON (Adviser# 000461275) 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 28, 2018.
Register Name | Financial Advisers |
Adviser Name | REBECCA EMILIE KATE FERGUSSON |
Adviser Number | 000461275 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1997 |
Financial Service (AFS) Licence |
Licence# 000225051 INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
Licence ABN | 71069537855 |
Adviser Start Date | 2018-03-28 |
Appointing Representative Name | INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
Appointing Representative Number | 000225051 |
Appointing Representative ABN | 71069537855 |
Memberships |
Association of Financial Advisers (AFA) CPA Australia (CPA) Financial Planning Association of Australia (FPA) Tax Practioner's Board (TPB) |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce | University of Tasmania |
Certified Financial Planner | Financial Planning Association |
Certified Practising Accountant | CPA |
Diploma of Financial Planning | Financial Planning Association |
Financial Planning Specialist | CPA |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000225051 | INTEGRITY FINANCIAL PLANNERS PTY. LTD. | 2018-03-28 - | INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd Further restrictions: Derivatives |
2015-07-01 - 2018-03-27 | FITZPATRICKS PRIVATE WEALTH PTY LTD |
000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2014-07-07 - 2015-06-30 | MAIN STREET FINANCIAL SOLUTIONS PTY LTD |
000318613 |
SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
1996-05-11 - 2014-07-01 |
Licence Name | INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
Licence Number | 000225051 |
Licence ABN | 71069537855 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
MICHAEL JAMES FOX | Integrity Financial Planners Pty. Ltd. | Current | 2018-06-18 |
CHARLES ALEXANDER BADENACH | Integrity Financial Planners Pty. Ltd. | Current | 2018-03-28 |
PAULA RACHAEL ROMBERG | Integrity Financial Planners Pty. Ltd. | Current | 2017-11-17 |
LAUREN MICHELLE STYLES | Integrity Financial Planners Pty. Ltd. | Current | 2017-10-31 |
DAVID HENRY PHIPPARD | Integrity Financial Planners Pty. Ltd. | Current | 2017-09-04 |
JESSICA CHECK | Integrity Financial Planners Pty. Ltd. | Current | 2017-09-04 |
LEO TANG | Integrity Financial Planners Pty. Ltd. | Current | 2016-11-07 |
BENJAMIN STEPHAN YOUNG | Integrity Financial Planners Pty. Ltd. | Current | 2016-09-05 |
DARREN JOHN SMITH | Integrity Financial Planners Pty. Ltd. | Current | 2016-08-02 |
NIKITIN LAL | Integrity Financial Planners Pty. Ltd. | Current | 2016-07-25 |
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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.