KATHERINE LOWE (Adviser# 001254643) 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 22, 2017.
| Register Name | Financial Advisers |
| Adviser Name | KATHERINE LOWE |
| Adviser Number | 001254643 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000238375 WILSONS ADVISORY AND STOCKBROKING LIMITED |
| Licence ABN | 68010529665 |
| Licence Controlled By |
PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] WILSONS HOLDING COMPANY PTY LTD |
| Adviser Start Date | 2017-03-22 |
| Appointing Representative Name | WILSONS ADVISORY AND STOCKBROKING LIMITED |
| Appointing Representative Number | 000238375 |
| Appointing Representative ABN | 68010529665 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate of Financial Planning | Financial Planning Association |
| Graduate Diploma of Chartered Accounting | Institute of Chartered Accountants Australia |
| Graduate Diploma of Financial Planning | Kaplan |
| Margin Lending | Kaplan |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238375 |
WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD |
2017-03-22 - | WILSONS ADVISORY AND STOCKBROKING LIMITED |
| 000237502 | MACQUARIE BANK LIMITED | 2011-03-01 - 2016-12-01 | |
| 000341162 |
JBWERE LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2010-01-01 - 2011-03-01 |
| Licence Name | WILSONS ADVISORY AND STOCKBROKING LIMITED |
| Licence Number | 000238375 |
| Licence ABN | 68010529665 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MATTHEW MARTIN | Wilsons Advisory and Stockbroking Limited | Current | 2018-07-27 |
| OLIVER PEREIRA | Wilsons Advisory and Stockbroking Limited | Current | 2018-07-26 |
| DAVID PARSONS | Wilsons Advisory and Stockbroking Limited | Current | 2018-06-25 |
| JON BISHOP | Wilsons Advisory and Stockbroking Limited | Current | 2018-06-11 |
| AXEL JOHN RAFTOS | Wilsons Advisory and Stockbroking Limited | Current | 2018-06-11 |
| SCOTT SANDERS | Wilsons Advisory and Stockbroking Limited | Current | 2018-03-06 |
| TODD LUKE COLE | Wilsons Advisory and Stockbroking Limited | Current | 2018-02-07 |
| MATTHEW DAVID ROSE | Wilsons Advisory and Stockbroking Limited | Current | 2018-01-25 |
| FRANK KIDENYA | Wilsons Advisory and Stockbroking Limited | Current | 2018-01-24 |
| MATTHEW CRICK | Wilsons Advisory and Stockbroking Limited | Current | 2018-01-22 |
Please comment or provide details below to improve the information on .
| 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.