PETER-RHYS LEIKAS

Licensee: COOPER WEALTH MANAGEMENT PTY LTD

PETER-RHYS LEIKAS (Adviser# 001254189) 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 27, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name PETER-RHYS LEIKAS
Adviser Number 001254189
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000477022
COOPER WEALTH MANAGEMENT PTY LTD
Licence ABN 26606009045
Adviser Start Date 2018-08-27
Appointing Representative Name COOPER WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000477022
Appointing Representative ABN 26606009045

Authorisations to provide financial product advice

  • PETER-RHYS LEIKAS
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Monarch Institute
Diploma of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000477022 COOPER WEALTH MANAGEMENT PTY LTD 2018-08-27 - COOPER WEALTH MANAGEMENT PTY LTD
000413674 FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD
Licence controlled by: Future Assist Group Holdings Pty Ltd ~ SANSAN INVESTMENTS PTY LTD [Date Ceased: 10/01/2017]
2017-05-01 - 2017-10-05 FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD

Licensee Information

Licence Name COOPER WEALTH MANAGEMENT PTY LTD
Licence Number 000477022
Licence ABN 26606009045

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KIM LOUISE BETTS Cooper Wealth Management Pty Ltd Current 2016-07-15

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KIM LOUISE BETTS Cooper Wealth Management Pty Ltd Current 2016-07-15

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.