KURT JORGENSEN (Adviser# 001252768) 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 March 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KURT JORGENSEN |
| Adviser Number | 001252768 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000234459 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| Licence ABN | 26098725145 |
| Licence Controlled By | AUSTRALIAN UNITY LIMITED |
| Adviser Start Date | 2018-03-01 |
| Appointing Representative Name | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| Appointing Representative Number | 000234459 |
| Appointing Representative ABN | 26098725145 |
| Further Restrictions | Superannuation products - excludes Self-Managed Superannuation Funds (SMSF) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce (Major in Financial Planning) | University of Canberra |
| Bachelor of Commerce | University of Canberra |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000234459 |
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED Further restrictions: Superannuation products - excludes Self-Managed Superannuation Funds (SMSF) |
2018-03-01 - | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| 000225982 |
AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE |
2017-03-14 - 2018-02-28 | AUSTRALIAN PLANNING SERVICES PTY LTD |
| 000232514 |
INDUSTRY FUND SERVICES LIMITED
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD. |
2015-02-09 - 2017-01-24 | KURT JORGENSEN |
| 000238430 |
STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016] |
2014-01-01 - 2014-12-31 | KURT JORGENSEN |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2013-06-28 - 2013-12-20 | KURT JORGENSEN |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2011-09-30 - 2013-06-27 | KURT JORGENSEN |
| Licence Name | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| Licence Number | 000234459 |
| Licence ABN | 26098725145 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDREW BRONNEBERG | Australian Unity Personal Financial Services Ltd | Current | 2018-07-17 |
| PAUL RICHARD YEOMAN | Australian Unity Personal Financial Services Ltd | Current | 2018-07-17 |
| GABRIEL ORZOI | Australian Unity Personal Financial Services Ltd | Current | 2018-07-04 |
| GEOFFREY ALAN IVANAC | Australian Unity Personal Financial Services Ltd | Current | 2018-07-02 |
| NATHANIEL LUKE PETER CHELL | Australian Unity Personal Financial Services Ltd | Current | 2018-06-26 |
| MELINDA ANNE REID | Australian Unity Personal Financial Services Ltd | Current | 2018-06-26 |
| SHARLENE HALVORSEN | Australian Unity Personal Financial Services Ltd | Current | 2018-06-20 |
| DANIEL LEE SILVESTRI | Australian Unity Personal Financial Services Ltd | Current | 2018-06-20 |
| WILLIAM JACK KELLY | Australian Unity Personal Financial Services Ltd | Current | 2018-05-18 |
| LYNDA MONIQUE SEXTON | Australian Unity Personal Financial Services Ltd | Current | 2018-05-18 |
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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.