KAYE LOUISE TREWARTHA (Adviser# 001001119) 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 December 3, 2008.
Register Name | Financial Advisers |
Adviser Name | KAYE LOUISE TREWARTHA |
Adviser Number | 001001119 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2003 |
Financial Service (AFS) Licence |
Licence# 000329868 BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE |
Licence ABN | 92199487611 |
Adviser Start Date | 2008-12-03 |
Appointing Representative Name | BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE |
Appointing Representative Number | 000329868 |
Appointing Representative ABN | 92199487611 |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Business | Monash University |
Certificate IV in Finance & Mortgage Broking | Kaplan |
Certified Financial Planner | FPA |
Diploma of Financial Planning | FPA Deakin University |
Margin Lending & Geared Investments | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000329868 | BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE | 2008-12-03 - | BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE |
Licence Name | BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE |
Licence Number | 000329868 |
Licence ABN | 92199487611 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
GREGORY KEITH CONDON | Bavolyar Investment Trust & Patterson Family Trust & The Bye Investment Trust & The Trustee for Hickey Family Trust & The Truste | Current | 2017-01-01 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
GREGORY KEITH CONDON | Bavolyar Investment Trust & Patterson Family Trust & The Bye Investment Trust & The Trustee for Hickey Family Trust & The Truste | Current | 2017-01-01 |
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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.