SHARON ANN PORTELLI

Licensee: ESP ACCOUNTING PTY. LTD.

SHARON ANN PORTELLI (Adviser# 001263990) 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 May 8, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHARON ANN PORTELLI
Adviser Number 001263990
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000482518
ESP ACCOUNTING PTY. LTD.
Adviser Start Date 2018-05-08
Appointing Representative Name ESP ACCOUNTING PTY. LTD.
Appointing Representative Number 000482518
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • SHARON ANN PORTELLI
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Charles Sturt University
CPA CPA
Graduate Diploma In Financial Planning Finsia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000482518 ESP ACCOUNTING PTY. LTD. 2018-05-08 - ESP ACCOUNTING PTY. LTD.

Licensee Information

Licence Name ESP ACCOUNTING PTY. LTD.
Licence Number 000482518

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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.