SARAH LOUISE TREZISE


Licensee: COOATALLA CONSULTING PTY LTD

SARAH LOUISE TREZISE (Adviser# 001265641) 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, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SARAH LOUISE TREZISE
Adviser Number 001265641
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000488600
COOATALLA CONSULTING PTY LTD
Licence Controlled By Sarah Louise TREZISE
Adviser Start Date 2018-08-01
Appointing Representative Name COOATALLA CONSULTING PTY LTD
Appointing Representative Number 000488600
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • SARAH LOUISE TREZISE
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Intensive Limited Licence Program Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000488600 COOATALLA CONSULTING PTY LTD
Licence controlled by: Sarah Louise TREZISE
2018-08-01 - COOATALLA CONSULTING PTY LTD

Licensee Information

Licence Name COOATALLA CONSULTING PTY LTD
Licence Number 000488600

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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.