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- Petrese Jillian Ivey
Petrese Jillian Ivey
- Name
- Petrese Jillian Ivey
- ID
- 322935
- ABN
- –
- First Provided Advice
- 2008
- Restrictions
- Excluding Self Managed Superannuation Funds
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1992 - Bashelor of Business (Accounting) - Bachelor Degree (AQF 7) - Edith Cowan University
- 2007 - Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Financial Services Training & Assessment Pty Ltd
- 2012 - Margin Lending - - Pinnacle Financial Services
- 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
- 2019 - Fellow Chartered Financial Practitioner - Professional Designations - Association of Fnancial Advisers
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Unisuper Management Pty. Ltd. (#235907)
- Commenced
- Aug. 23, 2018
- Ceased
- Oct. 6, 2022
- Status
- Current
- Licence Holder
- Bruining Partners Pty ltd (#245514)
- Commenced
- Nov. 10, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Guardianfp Pty Limited (#237641)
- Commenced
- March 5, 2008
- Ceased
- June 30, 2010
- Status
- Ceased
- Licence Holder
- Integralife Pty Ltd (#438941)
- Commenced
- June 17, 2013
- Ceased
- Dec. 20, 2013
- Status
- Ceased
- Licence Holder
- Paragem Pty Limited (#297276)
- Commenced
- Aug. 23, 2009
- Ceased
- Aug. 17, 2012
- Status
- Ceased
- Licence Holder
- Partnership Financial Services Pty Ltd (#220381)
- Commenced
- Aug. 20, 2012
- Ceased
- June 17, 2013
- Status
- Ceased
- Licence Holder
- Securitor Financial Group Pty Limited (#240687)
- Commenced
- Aug. 15, 2014
- Ceased
- Feb. 9, 2017