Catherine Juliet Ocysek – Financial Adviser
Adviser identifying number: 298002
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 24/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UMBRELLA ALLIANCE PTY LTD
Authorised Representative identifying number: 405226
Authorised Representative’s ABN: 45150494349
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:
- Certificate IV in Risk Management – Kaplan
- Commissioner for Declarations – Queensland Government, Department of Justice and Attorney-General
- Diploma of Financial Services (Financial Planning) – Tribeca
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Catherine Juliet Ocysek is authorised to provide advices on following 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