KATRINA MCPHEE (Adviser# 001002021) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is September 14, 2011.
| Register Name | Financial Advisers |
| Adviser Name | KATRINA MCPHEE |
| Adviser Number | 001002021 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000237333 VICSUPER PTY LTD |
| Licence ABN | 69087619412 |
| Adviser Start Date | 2011-09-14 |
| Adviser End Date | 2018-04-13 |
| Appointing Representative Name | VICSUPER PTY LTD |
| Appointing Representative Number | 000237333 |
| Appointing Representative ABN | 69087619412 |
| Further Restrictions | VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters. |
|
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237333 |
VICSUPER PTY LTD
Further restrictions: VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters. |
2011-09-14 - 2018-04-13 | VICSUPER PTY LTD |
| 000229760 | ACCESS FINANCIAL MANAGEMENT PTY LTD | 2008-11-01 - 2011-05-01 |
| Licence Name | VICSUPER PTY LTD |
| Licence Number | 000237333 |
| Licence ABN | 69087619412 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WILLIAM VUONG | Vicsuper Pty Ltd | Current | 2018-08-13 |
| MARTIN SOUTHCOMBE | Vicsuper Pty Ltd | Current | 2018-07-19 |
| ADAM JAMES MIDDLEMIS | Vicsuper Pty Ltd | Current | 2018-06-07 |
| DAVID NAGLE | Vicsuper Pty Ltd | Current | 2018-06-05 |
| REBECCA PAULA CHEEVERS | Vicsuper Pty Ltd | Current | 2018-03-01 |
| SHARON SHEEHAN | Vicsuper Pty Ltd | Ceased | 2017-07-07 |
| PAUL ASSELMAN | Vicsuper Pty Ltd | Current | 2016-09-02 |
| NICK GOEL | Vicsuper Pty Ltd | Current | 2016-07-18 |
| MELISSA FOSTER | Vicsuper Pty Ltd | Current | 2016-03-30 |
| BIANCA ABELA | Vicsuper Pty Ltd | Current | 2015-07-14 |
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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.