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:
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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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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: