HELEN KATE MCPHEE (Adviser# 001247992) 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 January 30, 2018.
| Register Name | Financial Advisers |
| Adviser Name | HELEN KATE MCPHEE |
| Adviser Number | 001247992 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000486236 FOUNDATION ADVISORY PTY LTD |
| Adviser Start Date | 2018-01-30 |
| Appointing Representative Name | FOUNDATION ADVISORY PTY LTD |
| Appointing Representative Number | 000486236 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Accounting - RMIT |
| Grad Dip Chartered Accountant | ICAA |
| RG 146 Super & Insurance | Monarch Institute |
| Tax Agent | TPB |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000486236 | FOUNDATION ADVISORY PTY LTD | 2018-01-30 - | FOUNDATION ADVISORY PTY LTD |
| 000234590 |
MUTUAL TRUST PTY LTD
Further restrictions: Generally advice only to wholesale clients - super and self-managed super funds |
2016-09-01 - 2018-01-03 | MUTUAL TRUST PTY LTD |
| 000234590 | MUTUAL TRUST PTY LTD | 2007-07-16 - 2007-07-17 |
| Licence Name | FOUNDATION ADVISORY PTY LTD |
| Licence Number | 000486236 |
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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.