DAWN PHILLIPPER PARTRIDGE (Adviser# 001267105) 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 August 28, 2018.
| Register Name | Financial Advisers |
| Adviser Name | DAWN PHILLIPPER PARTRIDGE |
| Adviser Number | 001267105 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2018 |
| Financial Service (AFS) Licence |
Licence# 000247105 SENTRY FINANCIAL PLANNING PTY LTD |
| Licence ABN | 74099029526 |
| Licence Controlled By | SENTRY GROUP PTY LTD |
| Adviser Start Date | 2018-08-28 |
| Appointing Representative Name | SENTRY FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000247105 |
| Appointing Representative ABN | 74099029526 |
| Further Restrictions | Superannuation Authorisation excludes Self Managed Superannuation Funds advice |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Major in Finance - Edith Cowan University |
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000247105 |
SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD Further restrictions: Superannuation Authorisation excludes Self Managed Superannuation Funds advice |
2018-08-28 - | SENTRY FINANCIAL PLANNING PTY LTD |
| Licence Name | SENTRY FINANCIAL PLANNING PTY LTD |
| Licence Number | 000247105 |
| Licence ABN | 74099029526 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SIMON PETER FRANK BURLEY | Sentry Financial Planning Pty Ltd | Current | 2018-08-28 |
| NICHOLAS CHRISTIAN HORSTMAN | Sentry Financial Planning Pty Ltd | Current | 2018-05-28 |
| COURTNEY ANN MATTNER | Sentry Financial Planning Pty Ltd | Ceased | 2018-05-28 |
| LEWIS JACKSON | Sentry Financial Planning Pty Ltd | Current | 2018-05-15 |
| PATIENCE SAKONDA | Sentry Financial Planning Pty Ltd | Ceased | 2015-03-31 |
| SARAH JAYNE MOORE | Sentry Financial Planning Pty Ltd | Ceased | 2014-05-26 |
| CHRISTOPHER HOLLOWAY | Sentry Financial Planning Pty Ltd | Ceased | 2014-05-09 |
| GEOFFREY MICHAEL WOODLEY-PAGE | Sentry Financial Planning Pty Ltd | Ceased | 2014-01-10 |
| DOUGLAS MERVYN MCCULLOUGH | Sentry Financial Planning Pty Ltd | Ceased | 2013-06-20 |
| FIONA ROBYN MCCULLOUGH | Sentry Financial Planning Pty Ltd | Ceased | 2013-06-20 |
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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.