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