LARA SHEARMAN


Licensee: EQUIPSUPER FINANCIAL PLANNING PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • LARA SHEARMAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name EQUIPSUPER FINANCIAL PLANNING PTY LTD
Licence Number 000455010
Licence ABN 84124491078

Financial advisers with the same licensee

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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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.