Charlotte Astrid Kate Piersma – Financial Adviser
Adviser identifying number: 448312
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: HENDERSON MATUSCH PTY LTD
Licence number: 274484
Licensee’s ABN: 32107343091
Licence controlled by: Access Management Pty Ltd ATF Matusch Family Trust
The date the Financial Adviser commenced the appointment: 05/11/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HM ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 440639
Authorised Representative’s ABN: 31164149213
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:
- Advanced Diploma of Financial Planning – Kaplan
- Bachelor of Commerce – Financial Planning – Griffith University
- Diploma of Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Charlotte Astrid Kate Piersma is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility