NAOMI LORRAINE SWEETMAN (Adviser# 000275037) 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 10, 2015.
| Register Name | Financial Advisers |
| Adviser Name | NAOMI LORRAINE SWEETMAN |
| Adviser Number | 000275037 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000254544 GPS WEALTH LTD |
| Licence ABN | 17005482726 |
| Licence Controlled By | EASTON INVESTMENTS LIMITED |
| Adviser Start Date | 2015-08-10 |
| Appointing Representative Name | SWEETMAN FINANCIAL PLANNING GROUP PTY LTD |
| Appointing Representative Number | 000315431 |
| Appointing Representative ABN | 90115260270 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | Superannuation excludes Self-Managed Super Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan |
| Bachelor of Business | Kuring-Gai College of Advanced Education |
| Diploma of Financial Services (Financial Planning) | Kaplan |
| Margin Lending | Meritum Financial Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000254544 |
GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED Further restrictions: Superannuation excludes Self-Managed Super Funds |
2015-08-10 - | SWEETMAN FINANCIAL PLANNING GROUP PTY LTD |
| 000307379 |
PATRON FINANCIAL SERVICES PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: Direct Equities - excludes direct equities advice SMSF - excludes advice on limited recourse borrowing arrangements and advice to set up SMSF |
2012-12-21 - 2015-08-10 | PATRON FINANCIAL SERVICES PTY LTD |
| 000245569 |
MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2007-10-25 - 2012-12-21 |
| Licence Name | GPS WEALTH LTD |
| Licence Number | 000254544 |
| Licence ABN | 17005482726 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LESLEY ANNE CROSS | Gps Wealth Ltd | Current | 2018-08-27 |
| PRISCILLA HARRIET STRELOW | Gps Wealth Ltd | Current | 2018-08-27 |
| KIM MOONEY | Gps Wealth Ltd | Current | 2018-08-13 |
| GAMBHIR WATTS | Gps Wealth Ltd | Current | 2018-08-13 |
| CLAIRE MARTIN | Gps Wealth Ltd | Current | 2018-08-10 |
| LEIGH VICTOR VELLA | Gps Wealth Ltd | Current | 2018-07-26 |
| JOHN PAUL EDWARDS | Gps Wealth Ltd | Current | 2018-07-26 |
| ANDREW JAMES HAYNES | Gps Wealth Ltd | Current | 2018-07-12 |
| MARK NOEL WORRALL | Gps Wealth Ltd | Current | 2018-07-10 |
| ALEXANDAR BOZINOVSKI | Gps Wealth Ltd | Current | 2018-07-02 |
Please comment or provide details below to improve the information on .
| 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.