TRUDI JANE BERESFORD


Licensee: BLICENSED PTY LTD

TRUDI JANE BERESFORD (Adviser# 001005116) 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, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name TRUDI JANE BERESFORD
Adviser Number 001005116
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000318930
BLICENSED PTY LTD
Licence ABN 34085532252
Adviser Start Date 2012-07-01
Appointing Representative Name BLICENSED PTY LTD
Appointing Representative Number 000318930
Appointing Representative ABN 34085532252

Authorisations to provide financial product advice

  • TRUDI JANE BERESFORD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics University of Woollongong
Master of Commerce (Financial Planning) University of Western Sydney

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000318930 BLICENSED PTY LTD 2012-07-01 - BLICENSED PTY LTD

Licensee Information

Licence Name BLICENSED PTY LTD
Licence Number 000318930
Licence ABN 34085532252

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RONDA MADON Blicensed Pty Ltd Current 2018-02-14
STEPHEN MATTHEW SMALLCALDER Blicensed Pty Ltd Current 2012-07-01
JAMES EDAL BERESFORD Blicensed Pty Ltd Current 2012-07-01
HERCULES PHILIPPUS BRONN Blicensed Pty Ltd Current 2010-04-12
SIMON JOHN GUZOWSKI Blicensed Pty Ltd Current 2010-04-12

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RONDA MADON Blicensed Pty Ltd Current 2018-02-14
STEPHEN MATTHEW SMALLCALDER Blicensed Pty Ltd Current 2012-07-01
JAMES EDAL BERESFORD Blicensed Pty Ltd Current 2012-07-01
HERCULES PHILIPPUS BRONN Blicensed Pty Ltd Current 2010-04-12
SIMON JOHN GUZOWSKI Blicensed Pty Ltd Current 2010-04-12

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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.