SOPHIE ELIZABETH MCRAE

Licensee: TELSTRA SUPER FINANCIAL PLANNING PTY LTD

SOPHIE ELIZABETH MCRAE (Adviser# 001267114) 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 SOPHIE ELIZABETH MCRAE
Adviser Number 001267114
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000218705
TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence ABN 74097777725
Licence Controlled By TELSTRA SUPER PTY LTD
Adviser Start Date 2018-08-27
Appointing Representative Name TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000218705
Appointing Representative ABN 74097777725
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SOPHIE ELIZABETH MCRAE
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Melbourne University
Graduate Diploma in Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000218705 TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence controlled by: TELSTRA SUPER PTY LTD
2018-08-27 - TELSTRA SUPER FINANCIAL PLANNING PTY LTD
000412452 CAMERON HARRISON PRIVATE PTY LTD 2013-02-01 - 2015-11-01

Licensee Information

Licence Name TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence Number 000218705
Licence ABN 74097777725

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SARAH JANE RICHARDS Telstra Super Financial Planning Pty Ltd Current 2018-06-25
MARSEL POPOV Telstra Super Financial Planning Pty Ltd Current 2018-03-19
AMIT KUMAR Telstra Super Financial Planning Pty Ltd Current 2018-01-18
NICHOLAS GOSS Telstra Super Financial Planning Pty Ltd Current 2017-08-07
FARISHA ZAHEEN KHAN Telstra Super Financial Planning Pty Ltd Current 2017-07-03
BHARAT KALYANI Telstra Super Financial Planning Pty Ltd Current 2017-07-03
XI FEI Telstra Super Financial Planning Pty Ltd Current 2017-05-22
JAE DOYNE Telstra Super Financial Planning Pty Ltd Ceased 2017-05-15
PAUL CENGIZ WRIGHT Telstra Super Financial Planning Pty Ltd Current 2017-04-18
CAROLINE DEANNA REES Telstra Super Financial Planning Pty Ltd Current 2016-07-04

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.