Courtney Lea West – Financial Adviser
Adviser identifying number: 1243337
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: KPMG SUPERANNUATION SERVICES PTY LIMITED
Licence number: 241366
Licensee’s ABN: 90094584755
Licence controlled by: KPMG HOLDINGS (AUSTRALIA) PTY LTD
The date the Financial Adviser commenced the appointment: 23/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KPMG SUPERANNUATION SERVICES PTY LIMITED
Authorised Representative identifying number: 241366
Authorised Representative’s ABN: 90094584755
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 SMSF Package – KAPLAN
- Bachelor of Commerce – University of Wollongong
- Chartered Accountant Program – ICAA
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Courtney Lea West is authorised to provide advices on following products:
- Superannuation