Carol Mcrae-pitt – Financial Adviser
Adviser identifying number: 426862
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: GENESYS WEALTH ADVISERS LIMITED
Licence number: 232686
Licensee’s ABN: 20060778216
Licence controlled by: AMP LIMITED
The date the Financial Adviser commenced the appointment: 01/05/2002
The date the Financial Adviser ceased the appointment: 01/05/2012
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Working hours:
Relevant qualifications and training:
- Bachelor of Business – Major in Finance – Edith Cowan University
- Certified Financial Planner (CFP) Program – Financial Planning Association of Australia
- Diploma of Financial Planning – Financial Planning Association of Australia
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Carol Mcrae-pitt is authorised to provide advices on following products: