PATRICIA JOY COTTERELL


Licensee: FORTUNITY ADVICE PTY LTD

PATRICIA JOY COTTERELL (Adviser# 001247812) 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, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name PATRICIA JOY COTTERELL
Adviser Number 001247812
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000496362
FORTUNITY ADVICE PTY LTD
Licence Controlled By The Trustee for The Fortunity Wealth Management Unit Trust
Adviser Start Date 2017-07-01
Appointing Representative Name FORTUNITY ADVICE PTY LTD
Appointing Representative Number 000496362
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • PATRICIA JOY COTTERELL
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Newcastle
Diploma of Financial Planning (part) Kaplan
Master of Business Administration Macquarie University
Securities and Managed Investments Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000496362 FORTUNITY ADVICE PTY LTD
Licence controlled by: The Trustee for The Fortunity Wealth Management Unit Trust
2017-07-01 - FORTUNITY ADVICE PTY LTD
000234459 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED
2016-09-05 - 2017-07-01 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD

Licensee Information

Licence Name FORTUNITY ADVICE PTY LTD
Licence Number 000496362

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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.