SHARON TEE (Adviser# 000246173) 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 May 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | SHARON TEE |
| Adviser Number | 000246173 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000423936 LWP FINANCIAL PTY LTD |
| Licence ABN | 58158828525 |
| Adviser Start Date | 2017-05-01 |
| Appointing Representative Name | LWP FINANCIAL PTY LTD |
| Appointing Representative Number | 000423936 |
| Appointing Representative ABN | 58158828525 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| CFP | Certified Financial Planner - Financial Services |
| Certified Financial Planner | FPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000423936 | LWP FINANCIAL PTY LTD | 2017-05-01 - | LWP FINANCIAL PTY LTD |
| 000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2008-02-07 - 2013-09-16 | SHARON TEE |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2003-12-01 - 2008-02-06 | SHARON TEE |
| Licence Name | LWP FINANCIAL PTY LTD |
| Licence Number | 000423936 |
| Licence ABN | 58158828525 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IRENA MARY BUTLER | Lwp Financial Pty Ltd | Current | 2016-03-09 |
| FRANCIS EDWARD MCCALL | Lwp Financial Pty Ltd | Ceased | 2014-12-11 |
| ANNA-LOUISE BROWN | Lwp Financial Pty Ltd | Current | 2014-12-01 |
| JEROME FRANCIS PEARCE | Lwp Financial Pty Ltd | Current | 2013-05-01 |
| DENNIS LIM | Lwp Financial Pty Ltd | Current | 2013-05-01 |
| PETER GLENN WARREN | Lwp Financial Pty Ltd | Current | 2013-05-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IRENA MARY BUTLER | Lwp Financial Pty Ltd | Current | 2016-03-09 |
| FRANCIS EDWARD MCCALL | Lwp Financial Pty Ltd | Ceased | 2014-12-11 |
| ANNA-LOUISE BROWN | Lwp Financial Pty Ltd | Current | 2014-12-01 |
| JEROME FRANCIS PEARCE | Lwp Financial Pty Ltd | Current | 2013-05-01 |
| DENNIS LIM | Lwp Financial Pty Ltd | Current | 2013-05-01 |
| PETER GLENN WARREN | Lwp Financial Pty Ltd | Current | 2013-05-01 |
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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.