SERENA WEST (Adviser# 000308940) 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 15, 2014.
| Register Name | Financial Advisers |
| Adviser Name | SERENA WEST |
| Adviser Number | 000308940 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000227148 CAPITAL PARTNERS CONSULTING PTY LTD |
| Licence ABN | 27086670788 |
| Adviser Start Date | 2014-05-15 |
| Appointing Representative Name | CP LIFE RISKS PTY LTD |
| Appointing Representative Number | 000457361 |
| Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma in Financial Services | Kaplan |
| Bachelor of Economics | University of Western Australia |
| Life Risk Specialist | Financial Planning Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000227148 | CAPITAL PARTNERS CONSULTING PTY LTD | 2014-05-15 - | CP LIFE RISKS PTY LTD |
| 000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2009-02-13 - 2011-09-30 | SERENA WEST |
| 000238427 | TANDEM FINANCIAL ADVICE PTY LIMITED | 2006-12-21 - 2008-10-08 | SERENA WEST |
| Licence Name | CAPITAL PARTNERS CONSULTING PTY LTD |
| Licence Number | 000227148 |
| Licence ABN | 27086670788 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STEVEN GREGORY BOYCE | Capital Partners Consulting Pty Ltd | Current | 2015-02-23 |
| JOHN LESLIE RYAN | Capital Partners Consulting Pty Ltd | Current | 2014-10-08 |
| SOPHORN HAK | Capital Partners Consulting Pty Ltd | Current | 2014-07-28 |
| LUKE TOWERS | Capital Partners Consulting Pty Ltd | Ceased | 2014-07-28 |
| SONG ZHEN GOH | Capital Partners Consulting Pty Ltd | Ceased | 2014-07-28 |
| KATHRYN CREASY | Capital Partners Consulting Pty Ltd | Current | 2014-04-14 |
| JAMES HEATH MCLEOD | Capital Partners Consulting Pty Ltd | Current | 2012-07-01 |
| DAMON PAUL SUGDEN | Capital Partners Consulting Pty Ltd | Current | 2012-07-01 |
| MICHAEL OLIVER HAYWARD | Capital Partners Consulting Pty Ltd | Current | 2008-09-23 |
| MICHAEL JOHN MATTHEWS | Capital Partners Consulting Pty Ltd | Current | 2007-07-01 |
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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.