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Financial Advisers: KATHARINE LAURINA WHILD Information

This is the detailed information about KATHARINE LAURINA WHILD, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001283194, the year the Financial Adviser first provided advice is None (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:57:28.

Financial Adviser Number: 001283194
Financial Adviser Name: KATHARINE LAURINA WHILD
The role of the Financial Adviser: Financial Adviser
Adviser Town: Canberra
Adviser State: ACT
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Provisional Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: PARKER WEALTH MANAGEMENT PTY LTD
    Licence Number: 000519344
    The date the Financial Adviser commenced the appointment: 2020-08-12
    Authorised Representative Name: PARKER FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000242984
    Rep Appointed ABN: 88010783285
    Fin Deposit and Payment Products/Non-basic 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/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - The Australian National University ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Diploma of Chartered Accounting - Chartered Accountants Australia and New Zealand ~ Graduate Diploma of Financial Planning - Kaplan Professional
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ)

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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.