SALLY ANNE RICHARD


Licensee: STAR & CO FINANCIAL SERVICES PTY LIMITED

SALLY ANNE RICHARD (Adviser# 001247963) 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 September 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name SALLY ANNE RICHARD
Adviser Number 001247963
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000484852
STAR & CO FINANCIAL SERVICES PTY LIMITED
Licence Controlled By Judith Anne STAR
Adviser Start Date 2016-09-01
Appointing Representative Name STAR & CO FINANCIAL SERVICES PTY LIMITED
Appointing Representative Number 000484852
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • SALLY ANNE RICHARD
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Associate Member of the Institute of Chartered Accountants Institute of Chartered Accountants
Bachelor of Business (Accounting) Charles Sturt University Bathurst
CA SMSF Specialist Institute of Chartered Accountants
Diploma of Financial Planning Kaplan Professional
Insurance & Risk Protection, Securities & Managed Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000484852 STAR & CO FINANCIAL SERVICES PTY LIMITED
Licence controlled by: Judith Anne STAR
2016-09-01 - STAR & CO FINANCIAL SERVICES PTY LIMITED

Licensee Information

Licence Name STAR & CO FINANCIAL SERVICES PTY LIMITED
Licence Number 000484852

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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.