VALERIE LUMBY (Adviser# 000332443) 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 May 15, 2018.
| Register Name | Financial Advisers |
| Adviser Name | VALERIE LUMBY |
| Adviser Number | 000332443 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000227867 SUNSUPER FINANCIAL SERVICES PTY LTD |
| Licence ABN | 50087154818 |
| Licence Controlled By | SUNSUPER PTY. LTD. |
| Adviser Start Date | 2018-05-15 |
| Appointing Representative Name | SUNSUPER FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000227867 |
| Appointing Representative ABN | 50087154818 |
| Memberships |
Association of Financial Advisers (AFA) Association of Superannuation Funds Australia (ASFA) Australian Institute of Superannuation Trustees (AIST) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000227867 |
SUNSUPER FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNSUPER PTY. LTD. |
2018-05-15 - | SUNSUPER FINANCIAL SERVICES PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2017-05-30 - 2018-03-16 | STATEWIDE WEALTH PTY LTD |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on SMSF, Standard Margin Lending |
2015-08-17 - 2017-05-05 | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2014-03-12 - 2014-11-17 |
| Licence Name | SUNSUPER FINANCIAL SERVICES PTY LTD |
| Licence Number | 000227867 |
| Licence ABN | 50087154818 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMIE ROBERT WOODS | Sunsuper Financial Services Pty Ltd | Current | 2018-08-20 |
| CAROL MARGARET PEACOCK | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
| JOHN DE MELO | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
| DAMIAN UDALL | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
| ANDREW CROMWELL | Sunsuper Financial Services Pty Ltd | Current | 2018-07-04 |
| PHILIP DIETER SEUBERT | Sunsuper Financial Services Pty Ltd | Current | 2018-06-29 |
| MATTHEW CHARLES EDWARD BALL | Sunsuper Financial Services Pty Ltd | Current | 2018-06-29 |
| MICHAEL THOMAS SCHULTZ | Sunsuper Financial Services Pty Ltd | Current | 2018-06-29 |
| STEVEN GREGORY WRIGHT | Sunsuper Financial Services Pty Ltd | Current | 2018-06-11 |
| JUDITH JOCELYN GROOM | Sunsuper Financial Services Pty Ltd | Current | 2018-05-15 |
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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.