KATHLEEN HELEN MASSASSO (Adviser# 001262910) 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 26, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KATHLEEN HELEN MASSASSO |
| Adviser Number | 001262910 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2018 |
| Financial Service (AFS) Licence |
Licence# 000453863 SAGE ALLIANCE PTY LIMITED |
| Licence ABN | 40166313131 |
| Adviser Start Date | 2018-03-26 |
| Appointing Representative Name | SAGE WEALTH MANAGEMENT PTY LIMITED |
| Appointing Representative Number | 000460001 |
| Appointing Representative ABN | 94167207294 |
| Memberships | CPA Australia (CPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Sydney |
| Diploma of Financial Planning | CPA Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000453863 | SAGE ALLIANCE PTY LIMITED | 2018-03-26 - | SAGE WEALTH MANAGEMENT PTY LIMITED |
| Licence Name | SAGE ALLIANCE PTY LIMITED |
| Licence Number | 000453863 |
| Licence ABN | 40166313131 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RAYMOND ROY BOSTELMAN | Sage Alliance Pty Limited | Current | 2016-05-02 |
| MARIAN JOYCE INVERARITY | Sage Alliance Pty Limited | Current | 2014-06-15 |
| STEPHEN JAMES GLOSSOP | Sage Alliance Pty Limited | Current | 2014-06-09 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RAYMOND ROY BOSTELMAN | Sage Alliance Pty Limited | Current | 2016-05-02 |
| MARIAN JOYCE INVERARITY | Sage Alliance Pty Limited | Current | 2014-06-15 |
| STEPHEN JAMES GLOSSOP | Sage Alliance Pty Limited | Current | 2014-06-09 |
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.