PIERRE SOWERBY


Licensee: GILES WADE PRIVATE WEALTH PTY LTD

PIERRE SOWERBY (Adviser# 001256989) 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 12, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name PIERRE SOWERBY
Adviser Number 001256989
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 2018-06-12
Appointing Representative Name GILES WADE PRIVATE WEALTH PTY LTD
Appointing Representative Number 000412146

Authorisations to provide financial product advice

  • PIERRE SOWERBY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Monarch Institute
Bachelor of Commerce University of Stellenbosch
Diploma of Financial Planning Integrity Education Group

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000412146 GILES WADE PRIVATE WEALTH PTY LTD 2018-06-12 - GILES WADE PRIVATE WEALTH PTY LTD
000413674 FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD
Licence controlled by: Future Assist Group Holdings Pty Ltd ~ SANSAN INVESTMENTS PTY LTD [Date Ceased: 10/01/2017]
2017-07-28 - 2018-05-25 FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD

Licensee Information

Licence Name GILES WADE PRIVATE WEALTH PTY LTD
Licence Number 000412146

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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.