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Financial Advisers: KATRINA PULBROOK Information

This is the detailed information about KATRINA PULBROOK, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000226107, the year the Financial Adviser first provided advice is 1997 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:09.

Financial Adviser Number: 000226107
Financial Adviser Name: KATRINA PULBROOK
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1997
Adviser Town: Dandenong
Adviser State: VIC
Adviser Postcode: 3175
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: ONEPATH CUSTODIANS PTY LIMITED
    Licence Number: 000238346
    Licence ABN: 12008508496
    The company(ies) or people who control the licensee's business: AUSTRALIAN WEALTH MANAGEMENT LIMITED ~ IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2004-05-01
    The date the Financial Adviser ceased the appointment: 2014-09-30
    Authorised Representative Name: KATRINA PULBROOK
    Authorised Representative Number: 000226107
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: MODORAS PTY LTD
    Licence Number: 000233209
    Licence ABN: 86068034908
    The date the Financial Adviser commenced the appointment: 2018-07-02
    Authorised Representative Name: RJS WEALTH MANAGEMENT PTY LTD
    Authorised Representative Number: 000438158
    Rep Appointed ABN: 24156207126
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Deposit & Payment Products – Non-Cash Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: ACTOCUE PTY LTD
    Licence Number: 000323729
    Licence ABN: 32128604419
    The date the Financial Adviser commenced the appointment: 2015-02-02
    The date the Financial Adviser ceased the appointment: 2018-07-02
    Authorised Representative Name: ACTOCUE PTY LTD
    Authorised Representative Number: 000323729
    Rep Appointed ABN: 32128604419
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.