KERRY MARIE MITCHELL (Adviser# 000235821) 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 October 26, 2016.
| Register Name | Financial Advisers |
| Adviser Name | KERRY MARIE MITCHELL |
| Adviser Number | 000235821 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1989 |
| Financial Service (AFS) Licence |
Licence# 000237857 AFFINIA FINANCIAL ADVISERS LIMITED |
| Licence ABN | 13085335397 |
| Adviser Start Date | 2016-10-26 |
| Appointing Representative Name | AFFINIA FINANCIAL ADVISERS LIMITED |
| Appointing Representative Number | 000237857 |
| Appointing Representative ABN | 13085335397 |
| Memberships | Financial Planning Association (FPA) - Certified Financial Planner |
| Further Restrictions | Not Authorised for SMSF |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | FPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237857 |
AFFINIA FINANCIAL ADVISERS LIMITED
Further restrictions: Not Authorised for SMSF |
2016-10-26 - | AFFINIA FINANCIAL ADVISERS LIMITED |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities; Standard Margin Lending; SMSF. |
2015-04-10 - 2016-10-25 | FINANCIAL WISDOM LIMITED |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2012-06-05 - 2015-04-02 | CHARTER FINANCIAL PLANNING LIMITED |
| 000342880 | ADVICE EVOLUTION PTY LTD | 2011-12-21 - 2012-06-04 | |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2006-05-08 - 2011-12-20 |
| Licence Name | AFFINIA FINANCIAL ADVISERS LIMITED |
| Licence Number | 000237857 |
| Licence ABN | 13085335397 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JENNY GIAQUINTA | Affinia Financial Advisers Limited | Current | 2018-08-29 |
| YESHA SHUKLA | Affinia Financial Advisers Limited | Current | 2018-08-29 |
| AFRODITE CASTELLI | Affinia Financial Advisers Limited | Current | 2018-08-24 |
| WAYNE ERNEST BROWN | Affinia Financial Advisers Limited | Current | 2018-08-14 |
| KRISTOPHER MEUWISSEN | Affinia Financial Advisers Limited | Current | 2018-08-02 |
| MELISSA PAPADIMAS | Affinia Financial Advisers Limited | Current | 2018-07-31 |
| LAUREN ISLES | Affinia Financial Advisers Limited | Current | 2018-07-13 |
| LUCY BOULOS | Affinia Financial Advisers Limited | Current | 2018-07-11 |
| RAPHAEL JUDE FERNANDEZ | Affinia Financial Advisers Limited | Current | 2018-07-05 |
| FRANK JOSEPH SCHAECHTILI | Affinia Financial Advisers Limited | Current | 2018-06-18 |
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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.