SUSAN JOY WHITEHOUSE

Licensee: GPS WEALTH LTD

SUSAN JOY WHITEHOUSE (Adviser# 001249972) 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 June 14, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SUSAN JOY WHITEHOUSE
Adviser Number 001249972
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000254544
GPS WEALTH LTD
Licence ABN 17005482726
Licence Controlled By EASTON INVESTMENTS LIMITED
Adviser Start Date 2018-06-14
Appointing Representative Name BUTLER PTY LTD
Appointing Representative Number 001265048
Appointing Representative ABN 99065724852
Memberships CPA Australia (CPA)
CPA Australia (CPA)
Further Restrictions Limited to Self Managed Funds

Authorisations to provide financial product advice

  • SUSAN JOY WHITEHOUSE
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Superannuation) ASFA Learning Services
Advanced Diploma of Financial Services (Superannuation) ASFA Learning Services
Bachelor of Commerce (Applied Economics and Finance) University of Ballarat
Bachelor of Commerce (Applied Economics and Finance) University of Ballarat
Diploma of Financial Services (Financial Planning) ASFA Learning Services
Diploma of Financial Services (Financial Planning) ASFA Learning Services
SMSF Specialisation Certificate CPA Australia
SMSF Specialisation Certificate CPA Australia
SMSF Specialisation Program University of New South Wales
SMSF Specialisation Program University of New South Wales

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000254544 GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED
Further restrictions: Limited to Self Managed Funds
2018-06-14 - BUTLER PTY LTD
000488244 BUTLER PRIVATE PTY LTD
Licence controlled by: THE TRUSTEE FOR KINGSHILL INVESTMENT TRUST
2016-11-21 - BUTLER PRIVATE PTY LTD

Licensee Information

Licence Name GPS WEALTH LTD
Licence Number 000254544
Licence ABN 17005482726

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LESLEY ANNE CROSS Gps Wealth Ltd Current 2018-08-27
PRISCILLA HARRIET STRELOW Gps Wealth Ltd Current 2018-08-27
KIM MOONEY Gps Wealth Ltd Current 2018-08-13
GAMBHIR WATTS Gps Wealth Ltd Current 2018-08-13
CLAIRE MARTIN Gps Wealth Ltd Current 2018-08-10
LEIGH VICTOR VELLA Gps Wealth Ltd Current 2018-07-26
JOHN PAUL EDWARDS Gps Wealth Ltd Current 2018-07-26
ANDREW JAMES HAYNES Gps Wealth Ltd Current 2018-07-12
MARK NOEL WORRALL Gps Wealth Ltd Current 2018-07-10
ALEXANDAR BOZINOVSKI Gps Wealth Ltd Current 2018-07-02

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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.