SHEREEN CHURCHILL


Licensee: SECURITOR FINANCIAL GROUP LTD

SHEREEN CHURCHILL (Adviser# 000315381) 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, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHEREEN CHURCHILL
Adviser Number 000315381
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000240687
SECURITOR FINANCIAL GROUP LTD
Licence ABN 48009189495
Licence Controlled By WESTPAC BANKING CORPORATION
Adviser Start Date 2018-07-26
Appointing Representative Name THE TRUSTEE FOR CHURCHILL FAMILY TRUST & THE TRUSTEE FOR LLOYD FAMILY TRUST
Appointing Representative Number 001266307
Appointing Representative ABN 36132551718
Memberships Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SHEREEN CHURCHILL
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan Professional Education
Bachelor Of Commerce University Of Newcastle
Certified Financial Planner Financial Planning Association Of Australia
Margin Lending and Geared Investments Kaplan Professional Education
Self Managed Superannuation Funds Financial Essentials

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2018-07-26 - THE TRUSTEE FOR CHURCHILL FAMILY TRUST & THE TRUSTEE FOR LLOYD FAMILY TRUST
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2015-07-07 - 2018-07-25 THE TRUSTEE FOR LLOYD FAMILY TRUST
000407075 PWW LICENSEE PTY LTD 2012-02-25 - 2012-12-03 SHEREEN CHURCHILL
000407075 PWW LICENSEE PTY LTD 2012-02-02 - 2012-12-03 SHEREEN CHURCHILL
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2007-07-16 - 2012-02-24 SHEREEN CHURCHILL

Licensee Information

Licence Name SECURITOR FINANCIAL GROUP LTD
Licence Number 000240687
Licence ABN 48009189495

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JAMES CRAWFORD GREEN Securitor Financial Group Ltd Current 2018-07-31
LIESL JANELLE MASLEN Securitor Financial Group Ltd Current 2018-07-19
MARK EDWARDS Securitor Financial Group Ltd Current 2018-07-06
MICHAEL WALMSLEY Securitor Financial Group Ltd Current 2018-06-29
PAUL HALLIGAN Securitor Financial Group Ltd Current 2018-06-29
REECE MARINI Securitor Financial Group Ltd Current 2018-05-02
CHARLES ELLIOT JEREMY GREEN Securitor Financial Group Ltd Current 2018-04-16
JULIE ANNE GRAY Securitor Financial Group Ltd Current 2018-03-24
MARK ANDREW EYLES Securitor Financial Group Ltd Current 2018-03-16
DANIELLE TYLEY Securitor Financial Group Ltd Current 2018-03-15

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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.