LARA SHEARMAN (Adviser# 001252932) 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 March 8, 2017.
Register Name | Financial Advisers |
Adviser Name | LARA SHEARMAN |
Adviser Number | 001252932 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2007 |
Financial Service (AFS) Licence |
Licence# 000455010 EQUIPSUPER FINANCIAL PLANNING PTY LTD |
Licence ABN | 84124491078 |
Licence Controlled By | EQUIPSUPER PTY LTD |
Adviser Start Date | 2017-03-08 |
Appointing Representative Name | EQUIPSUPER FINANCIAL PLANNING PTY LTD |
Appointing Representative Number | 000455010 |
Appointing Representative ABN | 84124491078 |
Memberships | Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Diploma in Financial Planning | Kaplan Professional |
Diploma of Financial Services (Financial Planning) | Kaplan Professional |
Graduate Certificate in Applied Finance | Kaplan Professional |
Graduate Certificate in Applied Finance | Kaplan Professional |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000455010 |
EQUIPSUPER FINANCIAL PLANNING PTY LTD
Licence controlled by: EQUIPSUPER PTY LTD |
2017-03-08 - | EQUIPSUPER FINANCIAL PLANNING PTY LTD |
000238354 | DMG FINANCIAL PLANNING PTY LTD | 2016-02-29 - 2017-03-01 | |
000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2007-04-30 - 2015-12-01 |
Licence Name | EQUIPSUPER FINANCIAL PLANNING PTY LTD |
Licence Number | 000455010 |
Licence ABN | 84124491078 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
GRANT EDWARD CURRIE | Equipsuper Financial Planning Pty Ltd | Current | 2018-05-23 |
SUGUL RASAKULASINGAM | Equipsuper Financial Planning Pty Ltd | Current | 2018-05-23 |
NICHOLAS VAMVAKAS | Equipsuper Financial Planning Pty Ltd | Current | 2018-05-23 |
ADAM PASCOE | Equipsuper Financial Planning Pty Ltd | Current | 2017-12-12 |
CARA SLOSHBERG | Equipsuper Financial Planning Pty Ltd | Current | 2017-03-08 |
STEVEN BAKER | Equipsuper Financial Planning Pty Ltd | Current | 2017-01-29 |
ANDREW EWAN PARROTT | Equipsuper Financial Planning Pty Ltd | Current | 2017-01-09 |
MATTHEW BRIAN BONNOR | Equipsuper Financial Planning Pty Ltd | Ceased | 2015-11-11 |
WILLIAM LEWIS | Equipsuper Financial Planning Pty Ltd | Current | 2015-04-16 |
RYAN O'DWYER | Equipsuper Financial Planning Pty Ltd | Current | 2015-04-16 |
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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.