KATHRYN YOUNG (Adviser# 001246847) 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 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KATHRYN YOUNG |
| Adviser Number | 001246847 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000234590 MUTUAL TRUST PTY LTD |
| Licence ABN | 71004285330 |
| Adviser Start Date | 2018-07-01 |
| Appointing Representative Name | MUTUAL TRUST PTY LTD |
| Appointing Representative Number | 000234590 |
| Appointing Representative ABN | 71004285330 |
| Memberships | Chartered Financial Analyst Institute (CFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| MBA | University of Chicago - Booth School of Business |
| RG 146 | Managed Investments - Financial Education Professionals Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000234590 | MUTUAL TRUST PTY LTD | 2018-07-01 - | MUTUAL TRUST PTY LTD |
| 000230143 |
THE MYER FAMILY COMPANY LTD
Licence controlled by: MUTUAL TRUST PTY LTD ~ THE MYER FAMILY INVESTMENTS PTY LTD [Date Ceased: 06/12/2017] |
2016-08-23 - 2016-12-02 | THE MYER FAMILY COMPANY LTD |
| Licence Name | MUTUAL TRUST PTY LTD |
| Licence Number | 000234590 |
| Licence ABN | 71004285330 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL COLES | Mutual Trust Pty Ltd | Current | 2018-07-01 |
| SHANE MCGARRY | Mutual Trust Pty Ltd | Current | 2018-07-01 |
| NATHAN RICE | Mutual Trust Pty Ltd | Current | 2018-07-01 |
| MARK SANDS | Mutual Trust Pty Ltd | Current | 2018-07-01 |
| DARLA JAN CRAVEN | Mutual Trust Pty Ltd | Current | 2018-07-01 |
| BROOKE EDWARD CALDER | Mutual Trust Pty Ltd | Current | 2018-07-01 |
| AARON VINEY | Mutual Trust Pty Ltd | Ceased | 2018-07-01 |
| PAUL ZIELKE | Mutual Trust Pty Ltd | Current | 2018-05-15 |
| SIMONE AMANDA ROUSE | Mutual Trust Pty Ltd | Current | 2017-06-06 |
| BENJAMIN BATTERS | Mutual Trust Pty Ltd | Current | 2017-02-13 |
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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.