KATHY JO SMITH (Adviser# 001254357) 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 May 5, 2017.
| Register Name | Financial Advisers |
| Adviser Name | KATHY JO SMITH |
| Adviser Number | 001254357 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000437164 LDB FINANCIAL GROUP PTY LTD |
| Licence ABN | 83161933777 |
| Adviser Start Date | 2017-05-05 |
| Appointing Representative Name | LDB SUPERANNUATION SERVICES PTY LTD |
| Appointing Representative Number | 001253818 |
| Appointing Representative ABN | 72100796094 |
| Memberships |
CPA Australia (CPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Accounting - Monash University |
| RG146 for Superannuation and SMSf | CPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000437164 | LDB FINANCIAL GROUP PTY LTD | 2017-05-05 - | LDB SUPERANNUATION SERVICES PTY LTD |
| Licence Name | LDB FINANCIAL GROUP PTY LTD |
| Licence Number | 000437164 |
| Licence ABN | 83161933777 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LINDSAY PHILIP BROADWAY | Ldb Financial Group Pty Ltd | Current | 2018-08-01 |
| PHILIPPA LOUISE CROMBIE | Ldb Financial Group Pty Ltd | Current | 2017-08-10 |
| MATTHEW PHILLIP KELLER | Ldb Financial Group Pty Ltd | Current | 2017-06-13 |
| TIMOTHY JOHN O'LOUGHLIN | Ldb Financial Group Pty Ltd | Current | 2015-04-08 |
| STEPHEN JOHN TROTT | Ldb Financial Group Pty Ltd | Current | 2013-07-01 |
| CHRISTOPHER JOHN PAYNE | Ldb Financial Group Pty Ltd | Current | 2013-07-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LINDSAY PHILIP BROADWAY | Ldb Financial Group Pty Ltd | Current | 2018-08-01 |
| PHILIPPA LOUISE CROMBIE | Ldb Financial Group Pty Ltd | Current | 2017-08-10 |
| MATTHEW PHILLIP KELLER | Ldb Financial Group Pty Ltd | Current | 2017-06-13 |
| TIMOTHY JOHN O'LOUGHLIN | Ldb Financial Group Pty Ltd | Current | 2015-04-08 |
| STEPHEN JOHN TROTT | Ldb Financial Group Pty Ltd | Current | 2013-07-01 |
| CHRISTOPHER JOHN PAYNE | Ldb Financial Group Pty Ltd | Current | 2013-07-01 |
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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.