SHERMAN SAWTELLE JENNER (Adviser# 001002031) 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 February 28, 2007.
| Register Name | Financial Advisers |
| Adviser Name | SHERMAN SAWTELLE JENNER |
| Adviser Number | 001002031 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000307308 ASCENDIA PTY LTD |
| Licence ABN | 88122360721 |
| Licence Controlled By | C&SJ Pty Ltd ATF |
| Adviser Start Date | 2007-02-28 |
| Appointing Representative Name | ASCENDIA INVESTMENT MANAGERS PTY LTD |
| Appointing Representative Number | 000251037 |
| Appointing Representative ABN | 59097933545 |
| Memberships |
Financial Planning Association of Australia (FPA) Institute of Public Accountants (IPA) National Tax & Accountants Association (NTAA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Arts (Economics) | University of Queensland |
| Certified Financial Planner | FPA |
| Diploma of Financial Planning | Deakin University |
| Graduate Diploma of Investment & Finance | FINSIA |
| MBA (Advanced) | University of Queensland |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000307308 |
ASCENDIA PTY LTD
Licence controlled by: C&SJ Pty Ltd ATF |
2007-02-28 - | ASCENDIA INVESTMENT MANAGERS PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2001-09-10 - 2007-03-01 | ASCENDIA INVESTMENT MANAGERS PTY LTD |
| 000234517 | AMP BANK LIMITED | 2000-08-02 - 2001-09-07 | |
| 000229873 | GIO GENERAL PTY LIMITED | 1999-08-01 - 2000-08-01 |
| Licence Name | ASCENDIA PTY LTD |
| Licence Number | 000307308 |
| Licence ABN | 88122360721 |
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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.