Courtney Leah Pearch
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000332402
- Location
- Brisbane City QLD 4000
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 30 September 2021
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor (2008); Advanced Diploma of Financial Planning, Mentor (2016); Margin Lending Adviser (Personal Advice), Mentor (2016)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Courtney Leah Pearch
Courtney Leah Pearch is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000332402.
The licensee Courtney advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). The current authorisation started on 30 September 2021.
The register records 2008 as the year Courtney first provided financial advice. The qualifications listed for Courtney include Diploma of Financial Services (Financial Planning) (Mentor, 2008), Advanced Diploma of Financial Planning (Mentor, 2016) and Margin Lending Adviser (Personal Advice) (Mentor, 2016).
Courtney is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities excludes direct equities advice.”
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Questions people ask
Is Courtney Leah Pearch a registered financial adviser?
Yes. Courtney Leah Pearch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332402.
Which licensee does Courtney Leah Pearch work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Courtney Leah Pearch give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Securities excludes direct equities advice."