SAMANTHA JANE GEELAN (Adviser# 000259803) 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 26, 2017.
| Register Name | Financial Advisers |
| Adviser Name | SAMANTHA JANE GEELAN |
| Adviser Number | 000259803 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000422409 SHARTRU WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 46158536871 |
| Adviser Start Date | 2017-07-26 |
| Appointing Representative Name | SHARTRU WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000422409 |
| Appointing Representative ABN | 46158536871 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Services Institute of Australia (FINSIA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Aged Care Professional | Aged Care Steps |
| Advanced Diploma Financial Planning | Kaplan |
| Graduate Certificate of Applied Finance | Kaplan Professional |
| Graduate Diploma of Financial Planning | Kaplan Professional |
| Masters of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000422409 | SHARTRU WEALTH MANAGEMENT PTY LTD | 2017-07-26 - | SHARTRU WEALTH MANAGEMENT PTY LTD |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2004-01-29 - 2017-07-25 | COUNT FINANCIAL LIMITED |
| Licence Name | SHARTRU WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000422409 |
| Licence ABN | 46158536871 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IAN MCKENZIE | Shartru Wealth Management Pty Ltd | Current | 2018-08-17 |
| ALAN DAVID HENDERSON | Shartru Wealth Management Pty Ltd | Current | 2018-07-17 |
| JASON MCNAMARA | Shartru Wealth Management Pty Ltd | Current | 2018-07-02 |
| YEW KHENG LIM | Shartru Wealth Management Pty Ltd | Current | 2018-07-02 |
| LANCELOT CRAIG SMITH | Shartru Wealth Management Pty Ltd | Current | 2018-06-30 |
| STEVEN KLACAR | Shartru Wealth Management Pty Ltd | Current | 2018-06-26 |
| SYED MOHAMMAD | Shartru Wealth Management Pty Ltd | Current | 2018-06-25 |
| DAHL ANDREW DREW | Shartru Wealth Management Pty Ltd | Current | 2018-06-22 |
| KATHERINE MCARTHUR | Shartru Wealth Management Pty Ltd | Current | 2018-06-18 |
| ANDREW BRIAN POTTS | Shartru Wealth Management Pty Ltd | Current | 2018-06-15 |
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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.