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Kathleen Portelli

Name
Kathleen Portelli
ID
443165
ABN
–
First Provided Advice
2013

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Bluepoint Consulting Pty Limited (#277860)
Commenced
May 31, 2020
Ceased
June 16, 2023
Status
Ceased
Licence Holder
Crescere Partners Pty Ltd (#500640)
Commenced
Aug. 27, 2018
Ceased
May 31, 2020
Status
Ceased
Licence Holder
Dover Financial Advisers Pty Ltd (#307248)
Commenced
Aug. 1, 2013
Ceased
July 6, 2018