VICTORIA HOLME (Adviser# 001004220) 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 14, 2018.
| Register Name | Financial Advisers |
| Adviser Name | VICTORIA HOLME |
| Adviser Number | 001004220 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000238433 AUSURE PTY LTD |
| Licence ABN | 94096971854 |
| Adviser Start Date | 2018-08-14 |
| Appointing Representative Name | AUSURE PTY LTD |
| Appointing Representative Number | 000238433 |
| Appointing Representative ABN | 94096971854 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | You are authorised to perform the following tasks:Deposit and payment products limited to:- Basic Deposit Products;- Deposit Products other than basic Deposit Products Life Products including;a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; andb) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and associated retirement products; |
|
| Qualification / Degree | Institute / School |
|---|---|
| Master of Financial Planning | University of the Sunshine Coast |
| Self Managed Super Funds Accreditation | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238433 |
AUSURE PTY LTD
Further restrictions: You are authorised to perform the following tasks:Deposit and payment products limited to:- Basic Deposit Products;- Deposit Products other than basic Deposit Products Life Products including;a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; andb) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and associated retirement products; |
2018-08-14 - | AUSURE PTY LTD |
| 000258853 |
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Licence controlled by: Mayfair Limited |
2016-02-17 - 2016-06-16 | ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
| 000238430 |
STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016] |
2015-02-28 - 2016-01-29 | STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2010-10-15 - 2015-09-22 | WESTPAC BANKING CORPORATION |
| 000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
2004-04-01 - 2010-09-30 |
| Licence Name | AUSURE PTY LTD |
| Licence Number | 000238433 |
| Licence ABN | 94096971854 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID LUKE | Ausure Pty Ltd | Current | 2018-06-19 |
| DAVID HUNT | Ausure Pty Ltd | Current | 2018-06-08 |
| LUCY ATKINSON | Ausure Pty Ltd | Current | 2018-05-14 |
| CRAIG PHILLIPS | Ausure Pty Ltd | Current | 2018-04-02 |
| MAGGIE ROSE JOHNSON | Ausure Pty Ltd | Current | 2018-03-06 |
| KERRIE SWINDLEY | Ausure Pty Ltd | Current | 2017-10-27 |
| KATRINA MARIE ROBBINS | Ausure Pty Ltd | Current | 2017-08-28 |
| BYRON BRECKLE | Ausure Pty Ltd | Current | 2017-07-31 |
| SHANNON DAWN MILLGATE | Ausure Pty Ltd | Current | 2017-07-10 |
| REBECCA GUY | Ausure Pty Ltd | Current | 2017-07-04 |
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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.