KATHLEEN MARIE THERESE DEAN (Adviser# 001255721) 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 30, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KATHLEEN MARIE THERESE DEAN |
| Adviser Number | 001255721 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000412146 GILES WADE PRIVATE WEALTH PTY LTD |
| Adviser Start Date | 2018-07-30 |
| Appointing Representative Name | GILES WADE PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000412146 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce (Finance) | Monash University |
| CFP Certification Program (CFP 1-4) | Financial Planning Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000412146 | GILES WADE PRIVATE WEALTH PTY LTD | 2018-07-30 - | GILES WADE PRIVATE WEALTH PTY LTD |
| 000345313 | BONGIORNO WEALTH MANAGEMENT PTY LTD | 2017-06-21 - 2018-07-27 | BONGIORNO WEALTH MANAGEMENT PTY LTD |
| Licence Name | GILES WADE PRIVATE WEALTH PTY LTD |
| Licence Number | 000412146 |
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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.