SARAH EMILY WOOD (Adviser# 000319452) 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 16, 2015.
| Register Name | Financial Advisers |
| Adviser Name | SARAH EMILY WOOD |
| Adviser Number | 000319452 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000237898 BENDIGO FINANCIAL PLANNING LIMITED |
| Licence ABN | 81087585073 |
| Licence Controlled By | BENDIGO AND ADELAIDE BANK LIMITED |
| Adviser Start Date | 2015-07-16 |
| Appointing Representative Name | SARAH WOOD PTY LTD |
| Appointing Representative Number | 001233538 |
| Memberships |
Association of Financial Advisers (AFA) Responsible Investment Association Australasia |
| Further Restrictions | Excluding SMSF |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Queensland University of Technology |
| Bachelor of Laws | Southern Cross University |
| Investment Planning 1 | Tribeca |
| Risk Management | Tribeca |
| Taxation Planning (ADFS 1) | Mentor |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237898 |
BENDIGO FINANCIAL PLANNING LIMITED
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED Further restrictions: Excluding SMSF |
2015-07-16 - | SARAH WOOD PTY LTD |
| 000357306 |
FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD Further restrictions: No SMSF permitted |
2013-01-22 - 2015-07-16 | FORTNUM PRIVATE WEALTH LTD |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2012-09-04 - 2013-01-21 | |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2012-04-11 - 2012-09-03 |
| Licence Name | BENDIGO FINANCIAL PLANNING LIMITED |
| Licence Number | 000237898 |
| Licence ABN | 81087585073 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NEIL JAMES SPEIRS | Bendigo Financial Planning Limited | Current | 2018-03-28 |
| KHANH THUY THUC NGUYEN | Bendigo Financial Planning Limited | Current | 2017-10-16 |
| DANIEL LAWRENCE FINDLAY | Bendigo Financial Planning Limited | Current | 2017-09-19 |
| JAMES STEPHEN KEATING | Bendigo Financial Planning Limited | Current | 2017-09-19 |
| NATHAN MCDIVEN | Bendigo Financial Planning Limited | Current | 2017-09-19 |
| SAMADHI MEEPEGAMA | Bendigo Financial Planning Limited | Ceased | 2017-09-14 |
| MARK ANDREW THOMAS MONTEIRO | Bendigo Financial Planning Limited | Current | 2017-08-29 |
| LEIGH MARK WALLMAN | Bendigo Financial Planning Limited | Current | 2017-08-08 |
| ALEXANDER GUNNING | Bendigo Financial Planning Limited | Current | 2017-07-10 |
| WARWICK ALLEN LUFF | Bendigo Financial Planning Limited | Current | 2016-11-14 |
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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.