SHARON MAREE WALKER


Licensee: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED

SHARON MAREE WALKER (Adviser# 001002975) 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 June 28, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHARON MAREE WALKER
Adviser Number 001002975
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000323825
YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Licence ABN 93128650037
Adviser Start Date 2018-06-28
Appointing Representative Name YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Appointing Representative Number 000323825
Appointing Representative ABN 93128650037
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SHARON MAREE WALKER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma Financial Planning - Deakin University
Anti Money Laundering Certificate - Kaplan
Certified Financial Planner (CFP) Financial Planning Association of Australia (FPA)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000323825 YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED 2018-06-28 - YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
000230323 CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD
2016-10-28 - 2018-01-25 CONSULTUM FINANCIAL ADVISERS PTY LTD
000230686 NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
2003-12-01 - 2016-09-30 NATIONAL AUSTRALIA BANK LIMITED

Licensee Information

Licence Name YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Licence Number 000323825
Licence ABN 93128650037

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEPHEN RIX Yellow Brick Road Wealth Management Pty Limited Current 2018-07-20
SCOTT JAMES NICHOLLS Yellow Brick Road Wealth Management Pty Limited Current 2018-07-13
JOHN THEODORAKOPOULOS Yellow Brick Road Wealth Management Pty Limited Current 2018-06-29
JOHN THEODORAKOPOULOS Yellow Brick Road Wealth Management Pty Limited Ceased 2018-06-29
KELLY MARTINE WESELMANN Yellow Brick Road Wealth Management Pty Limited Ceased 2018-04-04
JOHN HALL Yellow Brick Road Wealth Management Pty Limited Current 2017-08-29
MEHMET TAVLI Yellow Brick Road Wealth Management Pty Limited Current 2017-08-02
PETER NICHOLAS AMIRADAKI Yellow Brick Road Wealth Management Pty Limited Current 2017-07-11
CHRISTOPHER TURTLE Yellow Brick Road Wealth Management Pty Limited Current 2017-06-20
TIMOTHY GRAHAM KLINGBIEL Yellow Brick Road Wealth Management Pty Limited Ceased 2017-06-20

Competitor

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Dataset Information


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.