CAROLINE DEANNA REES (Adviser# 001245722) 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 July 4, 2016.
| Register Name | Financial Advisers |
| Adviser Name | CAROLINE DEANNA REES |
| Adviser Number | 001245722 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000218705 TELSTRA SUPER FINANCIAL PLANNING PTY LTD |
| Licence ABN | 74097777725 |
| Licence Controlled By | TELSTRA SUPER PTY LTD |
| Adviser Start Date | 2016-07-04 |
| Appointing Representative Name | TELSTRA SUPER FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000218705 |
| Appointing Representative ABN | 74097777725 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Aged Care | Aged Care Steps |
| CFP |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000218705 |
TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence controlled by: TELSTRA SUPER PTY LTD |
2016-07-04 - | TELSTRA SUPER FINANCIAL PLANNING PTY LTD |
| 000224952 |
ESI FINANCIAL SERVICES PTY LTD
Licence controlled by: ELECTRICITY SUPPLY INDUSTRY SUPERANNUATION (QLD) LTD. |
2004-02-23 - 2016-06-16 |
| Licence Name | TELSTRA SUPER FINANCIAL PLANNING PTY LTD |
| Licence Number | 000218705 |
| Licence ABN | 74097777725 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SOPHIE ELIZABETH MCRAE | Telstra Super Financial Planning Pty Ltd | Current | 2018-08-27 |
| SARAH JANE RICHARDS | Telstra Super Financial Planning Pty Ltd | Current | 2018-06-25 |
| MARSEL POPOV | Telstra Super Financial Planning Pty Ltd | Current | 2018-03-19 |
| AMIT KUMAR | Telstra Super Financial Planning Pty Ltd | Current | 2018-01-18 |
| NICHOLAS GOSS | Telstra Super Financial Planning Pty Ltd | Current | 2017-08-07 |
| FARISHA ZAHEEN KHAN | Telstra Super Financial Planning Pty Ltd | Current | 2017-07-03 |
| BHARAT KALYANI | Telstra Super Financial Planning Pty Ltd | Current | 2017-07-03 |
| XI FEI | Telstra Super Financial Planning Pty Ltd | Current | 2017-05-22 |
| JAE DOYNE | Telstra Super Financial Planning Pty Ltd | Ceased | 2017-05-15 |
| PAUL CENGIZ WRIGHT | Telstra Super Financial Planning Pty Ltd | Current | 2017-04-18 |
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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.