SABENA SAMUEL (Adviser# 001023933) 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 August 15, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SABENA SAMUEL |
| Adviser Number | 001023933 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000378656 CXC FINANCIAL PARTNERS PTY LTD |
| Licence ABN | 75145700456 |
| Adviser Start Date | 2018-08-15 |
| Appointing Representative Name | CXC FINANCIAL PARTNERS PTY LTD |
| Appointing Representative Number | 000378656 |
| Appointing Representative ABN | 75145700456 |
| Memberships | FPA - Financial Planning Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Mentor Education Pty Ltd |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000378656 | CXC FINANCIAL PARTNERS PTY LTD | 2018-08-15 - | CXC FINANCIAL PARTNERS PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2015-06-18 - 2018-02-16 | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Name | CXC FINANCIAL PARTNERS PTY LTD |
| Licence Number | 000378656 |
| Licence ABN | 75145700456 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOSHUA PERKINS | Cxc Financial Partners Pty Ltd | Current | 2016-01-01 |
| SARAH CAMILLA CONNELLY | Cxc Financial Partners Pty Ltd | Ceased | 2015-10-29 |
| BRETT SAU SIANG SEET | Cxc Financial Partners Pty Ltd | Current | 2014-10-27 |
| TIMOTHY HOBART | Cxc Financial Partners Pty Ltd | Current | 2010-10-08 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOSHUA PERKINS | Cxc Financial Partners Pty Ltd | Current | 2016-01-01 |
| SARAH CAMILLA CONNELLY | Cxc Financial Partners Pty Ltd | Ceased | 2015-10-29 |
| BRETT SAU SIANG SEET | Cxc Financial Partners Pty Ltd | Current | 2014-10-27 |
| TIMOTHY HOBART | Cxc Financial Partners Pty Ltd | Current | 2010-10-08 |
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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.