PETER-RHYS LEIKAS (Adviser# 001254189) 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 27, 2018.
| Register Name | Financial Advisers |
| Adviser Name | PETER-RHYS LEIKAS |
| Adviser Number | 001254189 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000477022 COOPER WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 26606009045 |
| Adviser Start Date | 2018-08-27 |
| Appointing Representative Name | COOPER WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000477022 |
| Appointing Representative ABN | 26606009045 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Monarch Institute |
| Diploma of Financial Planning | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000477022 | COOPER WEALTH MANAGEMENT PTY LTD | 2018-08-27 - | COOPER WEALTH MANAGEMENT PTY LTD |
| 000413674 |
FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD
Licence controlled by: Future Assist Group Holdings Pty Ltd ~ SANSAN INVESTMENTS PTY LTD [Date Ceased: 10/01/2017] |
2017-05-01 - 2017-10-05 | FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD |
| Licence Name | COOPER WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000477022 |
| Licence ABN | 26606009045 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KIM LOUISE BETTS | Cooper Wealth Management Pty Ltd | Current | 2016-07-15 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KIM LOUISE BETTS | Cooper Wealth Management Pty Ltd | Current | 2016-07-15 |
Please comment or provide details below to improve the information on .
| 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.