SHARON LEIGH HOUGHTON (Adviser# 001242556) 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 July 1, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SHARON LEIGH HOUGHTON |
| Adviser Number | 001242556 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000238280 BDO PRIVATE WEALTH ADVISERS PTY LTD |
| Adviser Start Date | 2016-07-01 |
| Appointing Representative Name | BDO PRIVATE WEALTH ADVISERS PTY LTD |
| Appointing Representative Number | 000238280 |
| Further Restrictions | Limited to Establish and Wind-up SMSFsContributions Advice Transition to retirementRollovers into an SMSFLRBARe-contribution strategiesLump sum withdrawalsReceiving death benefitsIntergenerational and succession planningInvestment strategies for SMSFsSalary SacrificeDirect property transfers into an SMSFReserving Strategies |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate IV in Financial Services(Superannuation) | ASFA |
| Certificate of Superannuation Management | ASFA |
| Diploma of Financial Services (Superannuation) | AFSA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238280 |
BDO PRIVATE WEALTH ADVISERS PTY LTD
Further restrictions: Limited to Establish and Wind-up SMSFsContributions Advice Transition to retirementRollovers into an SMSFLRBARe-contribution strategiesLump sum withdrawalsReceiving death benefitsIntergenerational and succession planningInvestment strategies for SMSFsSalary SacrificeDirect property transfers into an SMSFReserving Strategies |
2016-07-01 - | BDO PRIVATE WEALTH ADVISERS PTY LTD |
| Licence Name | BDO PRIVATE WEALTH ADVISERS PTY LTD |
| Licence Number | 000238280 |
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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.