BRETT CATTERALL


Licensee: CLEARVIEW FINANCIAL ADVICE PTY LTD

BRETT CATTERALL (Adviser# 000360302) 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 21, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRETT CATTERALL
Adviser Number 000360302
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000331367
CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence ABN 89133593012
Licence Controlled By CLEARVIEW WEALTH LIMITED
Adviser Start Date 2018-03-21
Appointing Representative Name CLEARVIEW FINANCIAL ADVICE PTY LTD
Appointing Representative Number 000331367
Appointing Representative ABN 89133593012
Memberships Association of Financial Advisers (AFA)
Further Restrictions Excludes SMSF

Authorisations to provide financial product advice

  • BRETT CATTERALL
  • ·
  • 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
Diploma of Financial Planning Pinnacle

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000331367 CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence controlled by: CLEARVIEW WEALTH LIMITED
Further restrictions: Excludes SMSF
2018-03-21 - CLEARVIEW FINANCIAL ADVICE PTY LTD
000229454 AUSTASIA FINANCIAL PLANNING PTY LTD 2017-11-01 - 2018-03-01 AUSTASIA FINANCIAL PLANNING PTY LTD
000385845 NEO FINANCIAL SOLUTIONS PTY LTD 2015-06-02 - 2017-07-20 NEO FINANCIAL SOLUTIONS PTY LTD
000385845 NEO FINANCIAL SOLUTIONS PTY LTD 2014-10-31 - 2015-06-02 NEO FINANCIAL SOLUTIONS PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2014-10-02 - 2014-10-24 BRETT CATTERALL
000227748 SENTRY ADVICE PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2012-05-11 - 2014-08-28 BRETT CATTERALL
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2010-06-10 - 2012-05-08 BRETT CATTERALL

Licensee Information

Licence Name CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence Number 000331367
Licence ABN 89133593012

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANGELA JADE MAKERETH Clearview Financial Advice Pty Ltd Current 2018-08-14
KIMBERLEY WILLIAMS Clearview Financial Advice Pty Ltd Current 2018-06-05
CLARE EILEEN DUNBAR Clearview Financial Advice Pty Ltd Current 2018-05-07
CAMERON ROSS PEEBLES Clearview Financial Advice Pty Ltd Ceased 2018-03-23
LUCAS MARTIN GARSIDE Clearview Financial Advice Pty Ltd Current 2018-03-13
JARRED BRIOTTI Clearview Financial Advice Pty Ltd Current 2018-03-09
NATALIE MAREE DAKIN Clearview Financial Advice Pty Ltd Current 2018-02-09
NATHAN DUFF Clearview Financial Advice Pty Ltd Current 2017-12-22
LINDA MARGARET COOMBES Clearview Financial Advice Pty Ltd Current 2017-12-21
SOLOMON HART Clearview Financial Advice Pty Ltd Current 2017-10-19

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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.