DAVID GEOFFREY STONE

Licensee: SENTRY ADVICE PTY LTD

DAVID GEOFFREY STONE (Adviser# 000249853) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is March 23, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID GEOFFREY STONE
Adviser Number 000249853
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000227748
SENTRY ADVICE PTY LTD
Licence ABN 77103642888
Licence Controlled By SENTRY GROUP PTY LTD
Adviser Start Date 2017-03-23
Adviser End Date 2017-12-06
Appointing Representative Name ALEXANDER BEARD (AUSTRALIA) PTY LTD
Appointing Representative Number 000297995
Appointing Representative ABN 68117524580

Authorisations to provide financial product advice

  • DAVID GEOFFREY STONE

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan Education Pty Ltd
Bachelor of Business Edith Cowan University
Diploma of Financial Services (Financial Planning) Tribeca Learning (Australia) P/L
Master of Business Edith Cowan University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000227748 SENTRY ADVICE PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2017-03-23 - 2017-12-06 ALEXANDER BEARD (AUSTRALIA) PTY LTD
000286786 SENTRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2010-07-23 - PURSUIT FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name SENTRY ADVICE PTY LTD
Licence Number 000227748
Licence ABN 77103642888

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
AJEY MALIK Sentry Advice Pty Ltd Current 2018-08-21
JIM ZAGOUDIS Sentry Advice Pty Ltd Current 2018-08-01
COLIN IAN DE LA NOUGEREDE Sentry Advice Pty Ltd Current 2018-08-01
RICHARD JOHN PETRUSMA Sentry Advice Pty Ltd Current 2018-07-09
MARTIN MILTON Sentry Advice Pty Ltd Current 2018-07-06
ROBERT STOREY Sentry Advice Pty Ltd Current 2018-07-02
BRENTON JONES Sentry Advice Pty Ltd Current 2018-07-01
PIM STORT Sentry Advice Pty Ltd Current 2018-07-01
ANDREW DOUGLAS HALLIDAY Sentry Advice Pty Ltd Current 2018-07-01
LESLIE THOMAS KING Sentry Advice Pty Ltd Current 2018-07-01

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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.