HomeFinancial AdvisersBeth Louise Casey – Financial Adviser

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
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:
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:

  • 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:

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