KELLIE THERESA PEARSON (Adviser# 001005735) 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 November 8, 2016.
| Register Name | Financial Advisers |
| Adviser Name | KELLIE THERESA PEARSON |
| Adviser Number | 001005735 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000227867 SUNSUPER FINANCIAL SERVICES PTY LTD |
| Licence ABN | 50087154818 |
| Licence Controlled By | SUNSUPER PTY. LTD. |
| Adviser Start Date | 2016-11-08 |
| Appointing Representative Name | SUNSUPER FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000227867 |
| Appointing Representative ABN | 50087154818 |
| Memberships |
Association of Superannuation Funds Australia (ASFA) Association of Superannuation Funds Australia (ASFA) Australian Institute of Superannuation Trustees (AIST) Australian Institute of Superannuation Trustees (AIST) Fellow Institute of Actuaries (UK) Fellow Institute of Actuaries (UK) Fellow Institute of Actuaries Australia Fellow Institute of Actuaries Australia |
| Further Restrictions | May provide personal advice only to employers and superannuation fund trustees. May only provide general advice to superannuation fund members. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Fellow Institute of Actuaries | Institute of Actuaries (UK) |
| Fellow Institute of Actuaries | Institute of Actuaries (UK) |
| Fellow Institute of Actuaries Australia | Institute of Actuaries Australia |
| Fellow Institute of Actuaries Australia | Institute of Actuaries Australia |
| RG146 Superannuation Essentials | Association of Superannuation Funds Australia |
| RG146 Superannuation Essentials | Association of Superannuation Funds Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000227867 |
SUNSUPER FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNSUPER PTY. LTD. Further restrictions: May provide personal advice only to employers and superannuation fund trustees. May only provide general advice to superannuation fund members. |
2016-11-08 - | SUNSUPER FINANCIAL SERVICES PTY LTD |
| 000236667 | AON HEWITT LIMITED | 2011-03-14 - | AON HEWITT LIMITED |
| Licence Name | SUNSUPER FINANCIAL SERVICES PTY LTD |
| Licence Number | 000227867 |
| Licence ABN | 50087154818 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMIE ROBERT WOODS | Sunsuper Financial Services Pty Ltd | Current | 2018-08-20 |
| CAROL MARGARET PEACOCK | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
| JOHN DE MELO | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
| DAMIAN UDALL | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
| ANDREW CROMWELL | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
| PHILIP DIETER SEUBERT | Sunsuper Financial Services Pty Ltd | Current | 2018-06-29 |
| MATTHEW CHARLES EDWARD BALL | Sunsuper Financial Services Pty Ltd | Current | 2018-06-29 |
| MICHAEL THOMAS SCHULTZ | Sunsuper Financial Services Pty Ltd | Current | 2018-06-29 |
| STEVEN GREGORY WRIGHT | Sunsuper Financial Services Pty Ltd | Current | 2018-06-11 |
| VALERIE LUMBY | Sunsuper Financial Services Pty Ltd | Current | 2018-05-15 |
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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.