PETRESE JILLIAN IVEY

Licensee: UNISUPER MANAGEMENT PTY. LTD.

PETRESE JILLIAN IVEY (Adviser# 000322935) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 23, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name PETRESE JILLIAN IVEY
Adviser Number 000322935
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000235907
UNISUPER MANAGEMENT PTY. LTD.
Licence ABN 91006961799
Licence Controlled By UNISUPER LIMITED
Adviser Start Date 2018-08-23
Appointing Representative Name UNISUPER MANAGEMENT PTY. LTD.
Appointing Representative Number 000235907
Appointing Representative ABN 91006961799
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PETRESE JILLIAN IVEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) Edith Cowan University
Diploma of Financial Planning FSTA - Financial Services Training and Assesment
Margin Lending Pinnacle Financial Services

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000235907 UNISUPER MANAGEMENT PTY. LTD.
Licence controlled by: UNISUPER LIMITED
2018-08-23 - UNISUPER MANAGEMENT PTY. LTD.
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
Further restrictions: Excluding Self Managed Superannuation Funds
2014-08-15 - 2017-02-09 SECURITOR FINANCIAL GROUP LTD
000438941 INTEGRALIFE PTY LTD 2013-06-17 - 2013-12-20
000220381 PARTNERSHIP FINANCIAL SERVICES PTY LTD 2012-08-20 - 2013-06-17
000297276 PARAGEM PTY LIMITED
Licence controlled by: HUB24 LIMITED
2009-08-23 - 2012-08-17
000237641 GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED
2008-03-05 - 2010-06-30

Licensee Information

Licence Name UNISUPER MANAGEMENT PTY. LTD.
Licence Number 000235907
Licence ABN 91006961799

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID ANTHONY PARRY Unisuper Management Pty. Ltd. Current 2018-08-23
JAMES LAWRIE Unisuper Management Pty. Ltd. Current 2018-08-23
DAMIAN CAMPBELL Unisuper Management Pty. Ltd. Current 2018-08-23
ANGELINA SINGH Unisuper Management Pty. Ltd. Current 2018-07-09
ROBERT CAHILL Unisuper Management Pty. Ltd. Current 2018-06-04
JIALU XU Unisuper Management Pty. Ltd. Current 2018-05-28
JAMES WEYLER Unisuper Management Pty. Ltd. Current 2018-04-30
XIAOYIN XUE Unisuper Management Pty. Ltd. Current 2018-04-30
FRANCIS SAVIOUR CAMILLERI Unisuper Management Pty. Ltd. Current 2018-03-20
ANDREW JOHN DUNKERLEY Unisuper Management Pty. Ltd. Current 2018-03-12

Competitor

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.