KATIE PECOTICH (Adviser# 001005854) 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 8, 2016.
| Register Name | Financial Advisers |
| Adviser Name | KATIE PECOTICH |
| Adviser Number | 001005854 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000326450 WEALTHSURE FINANCIAL SERVICES PTY LTD |
| Licence ABN | 59130288578 |
| Licence Controlled By | SENTRY GROUP PTY LTD |
| Adviser Start Date | 2016-03-08 |
| Appointing Representative Name | CONNECT 4 FINANCIAL SERVICES PTY. LTD. |
| Appointing Representative Number | 000339591 |
| Appointing Representative ABN | 86135351503 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Superannuation Authorisation excludes Self Managed Superannuation Funds advice |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD Further restrictions: Superannuation Authorisation excludes Self Managed Superannuation Funds advice |
2016-03-08 - | CONNECT 4 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] |
2014-06-30 - 2015-11-12 | STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2010-10-01 - 2014-06-02 |
| Licence Name | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| Licence Number | 000326450 |
| Licence ABN | 59130288578 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHELLE JANE KELADA | Wealthsure Financial Services Pty Ltd | Current | 2018-05-07 |
| JAMES WEIR | Wealthsure Financial Services Pty Ltd | Current | 2017-09-13 |
| ELYSE MARIE BAMBER | Wealthsure Financial Services Pty Ltd | Ceased | 2017-04-06 |
| NICHOLAS PETER SIEMENSMA | Wealthsure Financial Services Pty Ltd | Ceased | 2017-02-20 |
| GIULIA CUNNINGHAM | Wealthsure Financial Services Pty Ltd | Current | 2017-02-16 |
| CAMERON DAVID PATTERSON | Wealthsure Financial Services Pty Ltd | Current | 2016-09-23 |
| JORDAN JAMES PAGE | Wealthsure Financial Services Pty Ltd | Ceased | 2016-09-19 |
| RAYMOND JOHN MOUNTCASHEL EDWARDS | Wealthsure Financial Services Pty Ltd | Current | 2015-10-06 |
| MICHAEL ANTHONY MURCH | Wealthsure Financial Services Pty Ltd | Ceased | 2015-06-12 |
| IAN DAVID WOOD | Wealthsure Financial Services Pty Ltd | Current | 2015-05-06 |
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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.