KRISTEN ELIZABETH SHEEHAN (Adviser# 000281279) 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 5, 2017.
| Register Name | Financial Advisers |
| Adviser Name | KRISTEN ELIZABETH SHEEHAN |
| Adviser Number | 000281279 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000493459 INDEPENDENT WEALTH MANAGEMENT PTY LTD |
| Adviser Start Date | 2017-05-05 |
| Appointing Representative Name | INDEPENDENT WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000493459 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | International Institute of Technology |
| Bachelor of Applied Finance | USQ |
| Diploma of Financial Planning | PS146 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000493459 | INDEPENDENT WEALTH MANAGEMENT PTY LTD | 2017-05-05 - | INDEPENDENT WEALTH MANAGEMENT PTY LTD |
| 000325252 |
EP FINANCIAL SERVICES PTY LTD
Licence controlled by: ELSTON GROUP PTY LTD |
2014-04-25 - 2016-12-20 | |
| 000230887 |
STRATEGIC PLANNING PARTNERS PTY LTD
Licence controlled by: AMP LIMITED |
2004-10-13 - 2014-04-03 | KRISTEN ELIZABETH SHEEHAN |
| Licence Name | INDEPENDENT WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000493459 |
Please comment or provide details below to improve the information on .
| 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.