KATHERINE MARIE BURNS (Adviser# 001006346) 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 29, 2011.
Register Name | Financial Advisers |
Adviser Name | KATHERINE MARIE BURNS |
Adviser Number | 001006346 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2007 |
Financial Service (AFS) Licence |
Licence# 000406771 CEZANNE INVESTMENT PRODUCT MANAGEMENT PTY LTD |
Licence ABN | 25149533184 |
Licence Controlled By |
Saturne Capital Pty Ltd GERALDINE ALLEN [Date Ceased: 22/09/2017] |
Adviser Start Date | 2011-07-29 |
Appointing Representative Name | CEZANNE INVESTMENT PRODUCT MANAGEMENT PTY LTD |
Appointing Representative Number | 000406771 |
Appointing Representative ABN | 25149533184 |
Memberships | Chartered Accountants Australia and New Zealand (CA) |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce | University of New South Wales |
Diploma in Financial Planning | Kaplan |
Master of Business Administration | AGSM |
Master of Taxation | University of Sydney |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000406771 |
CEZANNE INVESTMENT PRODUCT MANAGEMENT PTY LTD
Licence controlled by: Saturne Capital Pty Ltd ~ GERALDINE ALLEN [Date Ceased: 22/09/2017] |
2011-07-29 - | CEZANNE INVESTMENT PRODUCT MANAGEMENT PTY LTD |
000228986 | MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED | 2007-10-17 - 2011-02-25 |
Licence Name | CEZANNE INVESTMENT PRODUCT MANAGEMENT PTY LTD |
Licence Number | 000406771 |
Licence ABN | 25149533184 |
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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.