Audrey Tooze – Financial Adviser

Adviser identifying number: 421397
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: PRESTIGE WEALTH ADVISERS PTY LTD
Licence number: 480007
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRESTIGE WEALTH ADVISERS PTY LTD
Authorised Representative identifying number: 480007
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:

Relevant qualifications and training:

• Bachelor of Accounting – University of South Africa
• Diploma of Financial Planning – Pinnacle Financial Services Academy Pty Ltd

Relevant memberships of professional bodies or industry associations:

• CA – Chartered Accountants (CA)
• Chartered Accountants Australia and New Zealand (CA)
• SSA – SMSF Specialist Accreditation (SPAA)

Audrey Tooze is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility