HomeFinancial AdvisersKyle Shannon Potter – Financial Adviser

Kyle Shannon Potter – Financial Adviser

Adviser identifying number: 285360
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 15/06/2013
The date the Financial Adviser ceased the appointment: 13/06/2017
Name of the Authorised Representative: FINANCIAL WISDOM LIMITED
Authorised Representative identifying number: 000231138
Authorised Representative’s ABN: 70006646108

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional (formerly Tribeca)
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional (formerly Tribeca)

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Kyle Shannon Potter is authorised to provide advices on following products:

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