KATRINA JANE VAN GUNST


Licensee: PHILLIPSONS FINANCIAL PLANNING PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • KATRINA JANE VAN GUNST
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name PHILLIPSONS FINANCIAL PLANNING PTY LTD
Licence Number 000332836
Licence ABN 87103720181

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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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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.