STEPHEN CHARLES GRANT (Adviser# 000235900) 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 July 9, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEPHEN CHARLES GRANT |
| Adviser Number | 000235900 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000286786 SENTRY FINANCIAL SERVICES PTY LTD |
| Licence ABN | 30113531034 |
| Licence Controlled By | SENTRY GROUP PTY LTD |
| Adviser Start Date | 2018-07-09 |
| Appointing Representative Name | GRANT FINANCIAL PLANNING PTY. LTD. |
| Appointing Representative Number | 000341470 |
| Memberships | National Institute of Accountants (NIA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Tribeca Learning (Aust) Pty Ltd |
| Bachelor of Business (Accounting) | Chrales Sturt University |
| Diploma of Financial Services (Financial Planning) | Integratec |
| Margin Lending and Geared Investments | Kaplan Education Pty Ltd |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000286786 |
SENTRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2018-07-09 - | GRANT FINANCIAL PLANNING PTY. LTD. |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2009-10-01 - 2018-07-06 | DOVER FINANCIAL ADVISERS PTY LTD |
| Licence Name | SENTRY FINANCIAL SERVICES PTY LTD |
| Licence Number | 000286786 |
| Licence ABN | 30113531034 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RODNEY PAUL EDWARDS | Sentry Financial Services Pty Ltd | Current | 2018-07-18 |
| CINDY DAHIYA | Sentry Financial Services Pty Ltd | Current | 2018-07-06 |
| KANE JIANG | Sentry Financial Services Pty Ltd | Current | 2018-06-28 |
| MICHAEL DENIS WILLIAMS | Sentry Financial Services Pty Ltd | Current | 2018-06-06 |
| GUY WARREN SAVAGE | Sentry Financial Services Pty Ltd | Current | 2018-05-01 |
| TRAVIS LAURENCE VINCENT SMITH | Sentry Financial Services Pty Ltd | Current | 2018-02-13 |
| ANTHONY ALPS | Sentry Financial Services Pty Ltd | Current | 2017-12-01 |
| STUART RODERICK VARIDEL | Sentry Financial Services Pty Ltd | Current | 2017-12-01 |
| IOANNIS VAITSAS | Sentry Financial Services Pty Ltd | Current | 2017-11-27 |
| FREDERICK WILLIAM SAWARDE | Sentry Financial Services Pty Ltd | Current | 2017-11-14 |
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| 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.