HomeFinancial AdvisersJohn Wertheimer – Financial Adviser

John Wertheimer – Financial Adviser

Adviser identifying number: 259506
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1983

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 23/09/2008
The date the Financial Adviser ceased the appointment: 01/07/2011
Name of the Authorised Representative: JOHN WERTHEIMER
Authorised Representative identifying number: 000259506
Authorised Representative’s ABN:

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:

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Relevant qualifications and training:

  • Advanced Diploma of Financial Planning – RG146
  • Life Products – Integratec
  • RSA – Integratec
  • Superannuation – Integratec

Relevant memberships of professional bodies or industry associations:

John Wertheimer is authorised to provide advices on following products:

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