PETRESE JILLIAN IVEY (Adviser# 000322935) 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 August 23, 2018.
Register Name | Financial Advisers |
Adviser Name | PETRESE JILLIAN IVEY |
Adviser Number | 000322935 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2008 |
Financial Service (AFS) Licence |
Licence# 000235907 UNISUPER MANAGEMENT PTY. LTD. |
Licence ABN | 91006961799 |
Licence Controlled By | UNISUPER LIMITED |
Adviser Start Date | 2018-08-23 |
Appointing Representative Name | UNISUPER MANAGEMENT PTY. LTD. |
Appointing Representative Number | 000235907 |
Appointing Representative ABN | 91006961799 |
Memberships | Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Business (Accounting) | Edith Cowan University |
Diploma of Financial Planning | FSTA - Financial Services Training and Assesment |
Margin Lending | Pinnacle Financial Services |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000235907 |
UNISUPER MANAGEMENT PTY. LTD.
Licence controlled by: UNISUPER LIMITED |
2018-08-23 - | UNISUPER MANAGEMENT PTY. LTD. |
000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2014-08-15 - 2017-02-09 | SECURITOR FINANCIAL GROUP LTD |
000438941 | INTEGRALIFE PTY LTD | 2013-06-17 - 2013-12-20 | |
000220381 | PARTNERSHIP FINANCIAL SERVICES PTY LTD | 2012-08-20 - 2013-06-17 | |
000297276 |
PARAGEM PTY LIMITED
Licence controlled by: HUB24 LIMITED |
2009-08-23 - 2012-08-17 | |
000237641 |
GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2008-03-05 - 2010-06-30 |
Licence Name | UNISUPER MANAGEMENT PTY. LTD. |
Licence Number | 000235907 |
Licence ABN | 91006961799 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
DAVID ANTHONY PARRY | Unisuper Management Pty. Ltd. | Current | 2018-08-23 |
JAMES LAWRIE | Unisuper Management Pty. Ltd. | Current | 2018-08-23 |
DAMIAN CAMPBELL | Unisuper Management Pty. Ltd. | Current | 2018-08-23 |
ANGELINA SINGH | Unisuper Management Pty. Ltd. | Current | 2018-07-09 |
ROBERT CAHILL | Unisuper Management Pty. Ltd. | Current | 2018-06-04 |
JIALU XU | Unisuper Management Pty. Ltd. | Current | 2018-05-28 |
JAMES WEYLER | Unisuper Management Pty. Ltd. | Current | 2018-04-30 |
XIAOYIN XUE | Unisuper Management Pty. Ltd. | Current | 2018-04-30 |
FRANCIS SAVIOUR CAMILLERI | Unisuper Management Pty. Ltd. | Current | 2018-03-20 |
ANDREW JOHN DUNKERLEY | Unisuper Management Pty. Ltd. | Current | 2018-03-12 |
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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.