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

Bluepoint Consulting Pty Limited (#277860) Ceased May 31, 2020 – June 16, 2023

Status: Ceased
Licence Holder: Bluepoint Consulting Pty Limited (#277860)
Commenced: May 31, 2020
Ceased: June 16, 2023

Crescere Partners Pty Ltd (#500640) Ceased Aug. 27, 2018 – May 31, 2020

Status: Ceased
Licence Holder: Crescere Partners Pty Ltd (#500640)
Commenced: Aug. 27, 2018
Ceased: May 31, 2020

Dover Financial Advisers Pty Ltd (#307248) Ceased Aug. 1, 2013 – July 6, 2018

Status: Ceased
Licence Holder: Dover Financial Advisers Pty Ltd (#307248)
Commenced: Aug. 1, 2013
Ceased: July 6, 2018