LEANNE JOY MOIR


Licensee: SENTRY FINANCIAL PLANNING PTY LTD

LEANNE JOY MOIR (Adviser# 000250700) 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 February 12, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name LEANNE JOY MOIR
Adviser Number 000250700
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000247105
SENTRY FINANCIAL PLANNING PTY LTD
Licence ABN 74099029526
Licence Controlled By SENTRY GROUP PTY LTD
Adviser Start Date 2008-02-12
Appointing Representative Name SENTRY FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000247105
Appointing Representative ABN 74099029526
Memberships SMSF Association

Authorisations to provide financial product advice

  • LEANNE JOY MOIR
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services Kaplan Education Pty Ltd
Diploma of Financial Services (Financial Planning) Kaplan Education Pty Ltd

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247105 SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2008-02-12 - SENTRY FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name SENTRY FINANCIAL PLANNING PTY LTD
Licence Number 000247105
Licence ABN 74099029526

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAWN PHILLIPPER PARTRIDGE Sentry Financial Planning Pty Ltd Current 2018-08-28
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

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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.