TRICIA J KLEINIG (Adviser# 001264259) 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 September 16, 2016.
| Register Name | Financial Advisers |
| Adviser Name | TRICIA J KLEINIG |
| Adviser Number | 001264259 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000230637 WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD |
| Licence ABN | 36076858494 |
| Licence Controlled By | WILLIAM BUCK (SA) PTY LTD |
| Adviser Start Date | 2016-09-16 |
| Appointing Representative Name | WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD |
| Appointing Representative Number | 000230637 |
| Appointing Representative ABN | 36076858494 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accountants Self Managed Superannuation Funds Package | Kaplan |
| Bachelor of Economics(Accounting) | Flinders University |
| Chartered Accountant | CAANZ |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230637 |
WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Licence controlled by: WILLIAM BUCK (SA) PTY LTD |
2016-09-16 - | WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD |
| Licence Name | WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD |
| Licence Number | 000230637 |
| Licence ABN | 36076858494 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JESSICA CUMMING | William Buck Wealth Advisors (sa) Pty Ltd | Current | 2018-07-01 |
| LAURA MARIA GROVES | William Buck Wealth Advisors (sa) Pty Ltd | Ceased | 2018-01-01 |
| WENDY ELLEN DRAKE | William Buck Wealth Advisors (sa) Pty Ltd | Ceased | 2017-07-04 |
| SARAH MARGARET PARSONS | William Buck Wealth Advisors (sa) Pty Ltd | Current | 2016-09-16 |
| AARON D TROMBETTA | William Buck Wealth Advisors (sa) Pty Ltd | Current | 2015-07-01 |
| ANDREW THOMAS BARLOW | William Buck Wealth Advisors (sa) Pty Ltd | Current | 2014-07-03 |
| COURTNEY PURL | William Buck Wealth Advisors (sa) Pty Ltd | Current | 2014-05-14 |
| ADRIAN SCOTT FRINSDORF | William Buck Wealth Advisors (sa) Pty Ltd | Current | 2012-05-21 |
| DENNIS GORDON LAUNDY | William Buck Wealth Advisors (sa) Pty Ltd | Ceased | 2004-02-11 |
| JANINE MARGARET WILLIAMSON | William Buck Wealth Advisors (sa) Pty Ltd | Current | 2003-08-09 |
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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.