Beth Louise Casey – Financial Adviser

Adviser identifying number: 341471
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/10/2009
The date the Financial Adviser ceased the appointment: 28/02/2015
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Disciplinary actions start date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

• ASX Listed Products Accreditation Course (LPAC) – LPAC Online Pty Ltd
• Advanced Diploma of Financial Services (Financial Planning) – Kaplan
• Diploma of Financial Services (Financial Planning) – Kaplan
• Margin Lending & Geared Investments – Kaplan
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

Beth Louise Casey is authorised to provide advices on following products: