REBECCA EMILIE KATE FERGUSSON


Licensee: INTEGRITY FINANCIAL PLANNERS PTY. LTD.

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • REBECCA EMILIE KATE FERGUSSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name INTEGRITY FINANCIAL PLANNERS PTY. LTD.
Licence Number 000225051
Licence ABN 71069537855

Financial advisers with the same licensee

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

Competitor

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Dataset Information


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.