ELIZABETH LEE WHITE (Adviser# 001246113) 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 1, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ELIZABETH LEE WHITE |
| Adviser Number | 001246113 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000413272 ADVICE PROFESSIONALS PTY LTD |
| Licence ABN | 95153749154 |
| Adviser Start Date | 2016-08-01 |
| Appointing Representative Name | WEDRAT SUPERANNUATION PTY LTD |
| Appointing Representative Number | 001246064 |
| Appointing Representative ABN | 74613076127 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
| Further Restrictions | Restricted to: (i)Self Managed Superannuation Funds (SMSFs), including the establishmentorwinding up of an SMSF and starting a pension. (ii) A clients existing superannuationholdings,but limited to making a recommendation to establish a SMSF, or making contributionsto orestablishing pensions from the clients existing superannuation fund. (iii)Class ofproductadvice in relation to: superannuation products; securities; general insurance; liferiskinsurance; basic deposit products; simple managed investment schemes |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | JCU |
| CA SMSF Specialist Accreditation Course | UNSW |
| Diploma of Financial Planning | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000413272 |
ADVICE PROFESSIONALS PTY LTD
Further restrictions: Restricted to: (i)Self Managed Superannuation Funds (SMSFs), including the establishmentorwinding up of an SMSF and starting a pension. (ii) A clients existing superannuationholdings,but limited to making a recommendation to establish a SMSF, or making contributionsto orestablishing pensions from the clients existing superannuation fund. (iii)Class ofproductadvice in relation to: superannuation products; securities; general insurance; liferiskinsurance; basic deposit products; simple managed investment schemes |
2016-08-01 - | WEDRAT SUPERANNUATION PTY LTD |
| Licence Name | ADVICE PROFESSIONALS PTY LTD |
| Licence Number | 000413272 |
| Licence ABN | 95153749154 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NATASHA-LEE GANLEY | Advice Professionals Pty Ltd | Current | 2016-12-02 |
| JASON PHILIP O'DONNELL | Advice Professionals Pty Ltd | Current | 2016-11-29 |
| SIMON ANDREW KERR | Advice Professionals Pty Ltd | Current | 2016-11-29 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NATASHA-LEE GANLEY | Advice Professionals Pty Ltd | Current | 2016-12-02 |
| JASON PHILIP O'DONNELL | Advice Professionals Pty Ltd | Current | 2016-11-29 |
| SIMON ANDREW KERR | Advice Professionals Pty Ltd | Current | 2016-11-29 |
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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.