ANGELA GRAHAM

Licensee: BLUE SUMMIT FINANCIAL SOLUTIONS PTY LTD

ANGELA GRAHAM (Adviser# 001003665) 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 July 1, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANGELA GRAHAM
Adviser Number 001003665
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000412370
BLUE SUMMIT FINANCIAL SOLUTIONS PTY LTD
Licence ABN 24117603773
Adviser Start Date 2014-07-01
Appointing Representative Name BLUE SUMMIT FINANCIAL SOLUTIONS PTY LTD
Appointing Representative Number 000412370
Appointing Representative ABN 24117603773

Authorisations to provide financial product advice

  • ANGELA GRAHAM
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Bachelor Medical Science University of Sydney
Graduate Diploma in Applied Finance Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000412370 BLUE SUMMIT FINANCIAL SOLUTIONS PTY LTD 2014-07-01 - BLUE SUMMIT FINANCIAL SOLUTIONS PTY LTD

Licensee Information

Licence Name BLUE SUMMIT FINANCIAL SOLUTIONS PTY LTD
Licence Number 000412370
Licence ABN 24117603773

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BENJAMIN GRAHAM Blue Summit Financial Solutions Pty Ltd Current 2011-11-11

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BENJAMIN GRAHAM Blue Summit Financial Solutions Pty Ltd Current 2011-11-11

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.