DAVID SHARPE (Adviser# 000237326) 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 December 22, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DAVID SHARPE |
| Adviser Number | 000237326 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000499923 GLOBE FINANCIAL PLANNING PTY LTD |
| Licence Controlled By | Globe Financial Planning |
| Adviser Start Date | 2017-12-22 |
| Appointing Representative Name | GLOBE FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000499923 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Curtin University |
| Certified Financial Planner (CFP) | Financial Planning Association of Australia (FPA) |
| Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000499923 |
GLOBE FINANCIAL PLANNING PTY LTD
Licence controlled by: Globe Financial Planning |
2017-12-22 - | GLOBE FINANCIAL PLANNING PTY LTD |
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2009-08-21 - 2018-01-02 | GLOBE FINANCIAL PLANNING PTY LTD |
| Licence Name | GLOBE FINANCIAL PLANNING PTY LTD |
| Licence Number | 000499923 |
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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.