SARAH JANE CAVANAGH (Adviser# 000260389) 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 August 31, 2005.
| Register Name | Financial Advisers |
| Adviser Name | SARAH JANE CAVANAGH |
| Adviser Number | 000260389 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000255231 OAKWOOD FINANCIAL GROUP PTY LIMITED |
| Licence ABN | 11063291163 |
| Adviser Start Date | 2005-08-31 |
| Appointing Representative Name | OAKWOOD FINANCIAL GROUP PTY LIMITED |
| Appointing Representative Number | 000255231 |
| Appointing Representative ABN | 11063291163 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
| Further Restrictions | Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | University of Sydney |
| Certified Financial Planner | Financial Planning Association |
| Professional Year of Study | Institute of Chartered Accountants |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000255231 |
OAKWOOD FINANCIAL GROUP PTY LIMITED
Further restrictions: Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith. |
2005-08-31 - | OAKWOOD FINANCIAL GROUP PTY LIMITED |
| Licence Name | OAKWOOD FINANCIAL GROUP PTY LIMITED |
| Licence Number | 000255231 |
| Licence ABN | 11063291163 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| AMANDA STEPHANIE NIELSEN | Oakwood Financial Group Pty Limited | Current | 2015-03-17 |
| GARRY JOHN MENSFORTH | Oakwood Financial Group Pty Limited | Current | 2005-08-31 |
| PETER GORDON MCINTYRE | Oakwood Financial Group Pty Limited | Current | 2005-08-31 |
| MATTHEW JAMES RUTTER | Oakwood Financial Group Pty Limited | Current | 2005-08-31 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| AMANDA STEPHANIE NIELSEN | Oakwood Financial Group Pty Limited | Current | 2015-03-17 |
| GARRY JOHN MENSFORTH | Oakwood Financial Group Pty Limited | Current | 2005-08-31 |
| PETER GORDON MCINTYRE | Oakwood Financial Group Pty Limited | Current | 2005-08-31 |
| MATTHEW JAMES RUTTER | Oakwood Financial Group Pty Limited | Current | 2005-08-31 |
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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.