LEONARD SACK (Adviser# 001248952) 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 April 3, 2017.
Register Name | Financial Advisers |
Adviser Name | LEONARD SACK |
Adviser Number | 001248952 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2014 |
Financial Service (AFS) Licence |
Licence# 000222154 FINANCIAL AFFAIRS PTY LTD |
Licence ABN | 52090647984 |
Adviser Start Date | 2017-04-03 |
Appointing Representative Name | FINANCIAL AFFAIRS PTY LTD |
Appointing Representative Number | 000222154 |
Appointing Representative ABN | 52090647984 |
Memberships | Association of Financial Advisers (AFA) |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Arts (BA) | University of Witwatersrand, South Africa |
Bachelor of Laws (LLB) | University of Witwatersrand, South Africa |
Diploma of Financial Services (Financial Planning) | Mentor Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000222154 | FINANCIAL AFFAIRS PTY LTD | 2017-04-03 - | FINANCIAL AFFAIRS PTY LTD |
000234457 |
AB PHILLIPS PTY LTD
Licence controlled by: AUB GROUP LIMITED |
2016-10-17 - 2017-08-28 | AB PHILLIPS PTY LTD |
000439065 | BOMBORA ADVICE PTY LTD | 2014-05-05 - 2016-10-14 |
Licence Name | FINANCIAL AFFAIRS PTY LTD |
Licence Number | 000222154 |
Licence ABN | 52090647984 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ROWENA MARY THIELE | Financial Affairs Pty Ltd | Current | 2017-05-01 |
WENDY JANE WALLACE | Financial Affairs Pty Ltd | Current | 2016-02-15 |
DAVID GEOFFREY PAGE | Financial Affairs Pty Ltd | Current | 2016-02-15 |
LINDA BRIERS | Financial Affairs Pty Ltd | Ceased | 2010-03-22 |
TIM GOGGIN | Financial Affairs Pty Ltd | Ceased | 2009-11-09 |
LOUISE BARTHELOT | Financial Affairs Pty Ltd | Ceased | 2009-01-28 |
CLAIRE WILLIAMS | Financial Affairs Pty Ltd | Current | 2007-11-01 |
BRETT ANTHONY WILLIAMS | Financial Affairs Pty Ltd | Current | 2002-11-02 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ROWENA MARY THIELE | Financial Affairs Pty Ltd | Current | 2017-05-01 |
WENDY JANE WALLACE | Financial Affairs Pty Ltd | Current | 2016-02-15 |
DAVID GEOFFREY PAGE | Financial Affairs Pty Ltd | Current | 2016-02-15 |
LINDA BRIERS | Financial Affairs Pty Ltd | Ceased | 2010-03-22 |
TIM GOGGIN | Financial Affairs Pty Ltd | Ceased | 2009-11-09 |
LOUISE BARTHELOT | Financial Affairs Pty Ltd | Ceased | 2009-01-28 |
CLAIRE WILLIAMS | Financial Affairs Pty Ltd | Current | 2007-11-01 |
BRETT ANTHONY WILLIAMS | Financial Affairs Pty Ltd | Current | 2002-11-02 |
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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.