REBECCA ANNE LAHEY


Licensee: ADVICEIQ PARTNERS PTY LTD

REBECCA ANNE LAHEY (Adviser# 001252832) 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 22, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name REBECCA ANNE LAHEY
Adviser Number 001252832
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000332957
ADVICEIQ PARTNERS PTY LTD
Licence ABN 95134016210
Adviser Start Date 2018-08-22
Appointing Representative Name ADVICEIQ PARTNERS PTY LTD
Appointing Representative Number 000332957
Appointing Representative ABN 95134016210
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • REBECCA ANNE LAHEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000332957 ADVICEIQ PARTNERS PTY LTD 2018-08-22 - ADVICEIQ PARTNERS PTY LTD
000245569 MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2017-08-23 - 2018-08-21 FOUNDATION WEALTH PLANNING PTY LTD
000245569 MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2017-03-15 - 2017-08-22 APPROVED WEALTH SOLUTIONS PTY LTD

Licensee Information

Licence Name ADVICEIQ PARTNERS PTY LTD
Licence Number 000332957
Licence ABN 95134016210

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CRAIG MATTHEW WEEKS Adviceiq Partners Pty Ltd Current 2018-08-22
STEPHEN RICHARD ALDRIDGE Adviceiq Partners Pty Ltd Current 2018-04-03
STEVEN CHAPMAN Adviceiq Partners Pty Ltd Current 2018-04-03
JAMES HORDERN Adviceiq Partners Pty Ltd Current 2017-08-31
JAMES HORSLEY Adviceiq Partners Pty Ltd Current 2017-04-03
SONJA TETZKE Adviceiq Partners Pty Ltd Current 2016-04-01
RAYMOND SHING Adviceiq Partners Pty Ltd Current 2016-03-01
MICHAEL SAUNDERS Adviceiq Partners Pty Ltd Ceased 2016-03-01
JOHN GREG PEARSON Adviceiq Partners Pty Ltd Ceased 2015-11-25
PHILLIP LESLIE Adviceiq Partners Pty Ltd Current 2015-08-03

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Dataset Information


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.