PENELOPE MARGARET BUTLER


Licensee: BERRY ACTUARIAL PLANNING PTY LTD

PENELOPE MARGARET BUTLER (Adviser# 001256993) 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 31, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name PENELOPE MARGARET BUTLER
Adviser Number 001256993
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000237993
BERRY ACTUARIAL PLANNING PTY LTD
Licence ABN 79101271952
Adviser Start Date 2017-07-31
Appointing Representative Name BERRY ACTUARIAL PLANNING PTY LTD
Appointing Representative Number 000237993
Appointing Representative ABN 79101271952
Memberships Actuaries Institute

Authorisations to provide financial product advice

  • PENELOPE MARGARET BUTLER
  • ·
  • 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
Bachelor of Commerce (Economics and Finance) The University of Sydney
Bachelor of Engineering (Civil Engineering) Honours Class I The University of Sydney
Diploma of Financial Planning Kaplan
Fellow of the Institute of Actuaries of Australia Actuaries Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237993 BERRY ACTUARIAL PLANNING PTY LTD 2017-07-31 - BERRY ACTUARIAL PLANNING PTY LTD

Licensee Information

Licence Name BERRY ACTUARIAL PLANNING PTY LTD
Licence Number 000237993
Licence ABN 79101271952

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DINH MANH TOAN DOAN Berry Actuarial Planning Pty Ltd Current 2015-03-30
ANTHONY DERYL STREET Berry Actuarial Planning Pty Ltd Current 2011-11-11
NICOLE MAREE RAFFIN Berry Actuarial Planning Pty Ltd Current 2011-05-09
JACQUELINE ANNE RANDALL Berry Actuarial Planning Pty Ltd Current 2004-09-25
MARK DAVID BERRY Berry Actuarial Planning Pty Ltd Current 2004-01-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DINH MANH TOAN DOAN Berry Actuarial Planning Pty Ltd Current 2015-03-30
ANTHONY DERYL STREET Berry Actuarial Planning Pty Ltd Current 2011-11-11
NICOLE MAREE RAFFIN Berry Actuarial Planning Pty Ltd Current 2011-05-09
JACQUELINE ANNE RANDALL Berry Actuarial Planning Pty Ltd Current 2004-09-25
MARK DAVID BERRY Berry Actuarial Planning Pty Ltd Current 2004-01-01

Competitor

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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.