Cathryn Jane Stacey – Financial Adviser

Adviser identifying number: 1251236
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: PGW FINANCIAL SERVICES PTY LTD
Licence number: 384713
Licensee’s ABN: 15123835441
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PGW FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 384713
Authorised Representative’s ABN: 15123835441

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 Assessment & Workplace Training – Chisholm Institute
• Diploma of Financial Planning – Mentor Education
• Diploma of Frontline Management – Chisholm Institute
• Diploma of Training and Assessment Systems – Chisholm Institute

Relevant memberships of professional bodies or industry associations:

Cathryn Jane Stacey is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility