SARAH DAVIES (Adviser# 000287760) 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 October 28, 2013.
| Register Name | Financial Advisers |
| Adviser Name | SARAH DAVIES |
| Adviser Number | 000287760 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000444078 POWER 2 FINANCIAL SERVICES PTY LTD |
| Licence ABN | 51164747595 |
| Licence Controlled By | The Poots Family Trust |
| Adviser Start Date | 2013-10-28 |
| Appointing Representative Name | POWER 2 BRISBANE PTY LTD |
| Appointing Representative Number | 000433590 |
| Appointing Representative ABN | 15158390937 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Listed Product Adviser (ALPA) | Kaplan Professional |
| Bachelor of Business (Accounting) | Central Queensland University |
| Diploma of Financial Planning | Deakin University |
| Margin Lending and Geared Investments | Kaplan Professional |
| Self Managed Superannuation Funds (SMSF) Program | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000444078 |
POWER 2 FINANCIAL SERVICES PTY LTD
Licence controlled by: The Poots Family Trust |
2013-10-28 - | POWER 2 BRISBANE PTY LTD |
| 000307169 | POWER 2 FINANCIAL PLANNING PTY LTD | 2013-01-30 - 2013-10-25 | |
| 000234459 |
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED |
2011-06-01 - 2012-12-14 | |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2010-09-06 - 2011-05-31 |
| Licence Name | POWER 2 FINANCIAL SERVICES PTY LTD |
| Licence Number | 000444078 |
| Licence ABN | 51164747595 |
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.