KATRINA JANE VAN GUNST (Adviser# 001001063) 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 1, 2010.
| Register Name | Financial Advisers |
| Adviser Name | KATRINA JANE VAN GUNST |
| Adviser Number | 001001063 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000332836 PHILLIPSONS FINANCIAL PLANNING PTY LTD |
| Licence ABN | 87103720181 |
| Licence Controlled By | PHILLIPSONS ACCOUNTING SERVICES PTY LTD |
| Adviser Start Date | 2010-10-01 |
| Appointing Representative Name | PHILLIPSONS FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000332836 |
| Appointing Representative ABN | 87103720181 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma Financial Services (Financial Planning) | GWM Adviser Services Limited |
| Diploma of Share Trading & Investment | Wealth Within Institute |
| SMSF Specialist Adviser | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000332836 |
PHILLIPSONS FINANCIAL PLANNING PTY LTD
Licence controlled by: PHILLIPSONS ACCOUNTING SERVICES PTY LTD |
2010-10-01 - | PHILLIPSONS FINANCIAL PLANNING PTY LTD |
| Licence Name | PHILLIPSONS FINANCIAL PLANNING PTY LTD |
| Licence Number | 000332836 |
| Licence ABN | 87103720181 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TRACEY CATHERINE GORDIJN | Phillipsons Financial Planning Pty Ltd | Current | 2016-07-01 |
| JENNIFER MARTENS | Phillipsons Financial Planning Pty Ltd | Ceased | 2014-12-01 |
| IAN CRAIG MEIN | Phillipsons Financial Planning Pty Ltd | Current | 2009-01-21 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TRACEY CATHERINE GORDIJN | Phillipsons Financial Planning Pty Ltd | Current | 2016-07-01 |
| JENNIFER MARTENS | Phillipsons Financial Planning Pty Ltd | Ceased | 2014-12-01 |
| IAN CRAIG MEIN | Phillipsons Financial Planning Pty Ltd | Current | 2009-01-21 |
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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.