SAMANTHA SZE MAN SUN (Adviser# 001266256) 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 July 25, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SAMANTHA SZE MAN SUN |
| Adviser Number | 001266256 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2018 |
| Financial Service (AFS) Licence |
Licence# 000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Licence ABN | 15089512587 |
| Licence Controlled By | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| Adviser Start Date | 2018-07-25 |
| Appointing Representative Name | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Appointing Representative Number | 000237590 |
| Appointing Representative ABN | 15089512587 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Government Debentures, Stocks or Bonds: class of product only; Securities: class of product only; Superannuation: not authorised to provide SMSF advice. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce (Accounting and Finance) | Monash University |
| Certified Financial Planner | Financial Planning Association of Australia |
| Diploma of Financial Planning | Financial Planning Association of Australia |
| TASA and the TPB Code of Professional Conduct | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Government Debentures, Stocks or Bonds: class of product only; Securities: class of product only; Superannuation: not authorised to provide SMSF advice. |
2018-07-25 - | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Licence Name | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Licence Number | 000237590 |
| Licence ABN | 15089512587 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SUZANNE FRANCES WOOD | Financial Services Partners Pty Limited | Current | 2018-08-30 |
| ANGELO CHRISTOPHER ZERELLA | Financial Services Partners Pty Limited | Current | 2018-07-16 |
| SUGANESH KUMAR KUMANAN | Financial Services Partners Pty Limited | Current | 2018-06-29 |
| STEPHANIE PATRICK | Financial Services Partners Pty Limited | Current | 2018-05-23 |
| ROBERT ANDREW CREELEY | Financial Services Partners Pty Limited | Current | 2018-02-01 |
| ROBYN VAN ROOY | Financial Services Partners Pty Limited | Current | 2017-11-13 |
| ANGELOS LYSIKATOS | Financial Services Partners Pty Limited | Current | 2017-11-13 |
| LYNDA HILLS | Financial Services Partners Pty Limited | Current | 2017-09-08 |
| STEVEN GREENHAM | Financial Services Partners Pty Limited | Current | 2017-09-08 |
| TIMOTHY D'ASTOLI | Financial Services Partners Pty Limited | Current | 2017-09-07 |
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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.