Caroline Anne Wilcher – Financial Adviser
Adviser identifying number: 1245760
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 28/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LONSDALE FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 246934
Authorised Representative’s ABN: 76006637225
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:
- Accountants Self-Managed Superannuation Funds Accreditation – Kaplan
- Bachelor of Economics – Macquarie University
- Certificate of Public Practice – The Institute of Chartered Accountants in Australia
- Certificate of Registration as an Auditor – ASIC
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Caroline Anne Wilcher is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Superannuation