SHARATH SAMA (Adviser# 000403613) 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 April 14, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SHARATH SAMA |
| Adviser Number | 000403613 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000278937 THE ADVICE EXCHANGE PTY LTD |
| Licence ABN | 55107629194 |
| Licence Controlled By | ADVICE EXCHANGE SOLUTIONS PTY LTD |
| Adviser Start Date | 2016-04-14 |
| Appointing Representative Name | THE ADVICE EXCHANGE PTY LTD |
| Appointing Representative Number | 000278937 |
| Appointing Representative ABN | 55107629194 |
| Memberships | CPA Australia (CPA) |
| Further Restrictions | Authorisation Includes SMSF but excludes Credit as it relates to Financial Planning |
|
| Qualification / Degree | Institute / School |
|---|---|
| CPA | CPA Australia |
| Diploma of Financial Planning FNS50804 | International Institute of Technology |
| Margin Lending and Geared investment | Kaplan Professional Education |
| Master of Commerce (Accounting) | The University of Sydney |
| Principleas in Self managed Superannuation Funds | International Institute of Technology |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000278937 |
THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD Further restrictions: Authorisation Includes SMSF but excludes Credit as it relates to Financial Planning |
2016-04-14 - | THE ADVICE EXCHANGE PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2014-11-26 - 2016-04-06 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000344762 | SENTINEL PRIVATE WEALTH PTY LTD | 2013-07-02 - 2014-11-25 | |
| 000238030 | WEALTHSURE PTY LTD | 2011-04-18 - 2013-06-28 |
| Licence Name | THE ADVICE EXCHANGE PTY LTD |
| Licence Number | 000278937 |
| Licence ABN | 55107629194 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANJANEYA REDDY BASUPALLI | The Advice Exchange Pty Ltd | Current | 2018-08-31 |
| BACH PHAM | The Advice Exchange Pty Ltd | Current | 2018-07-30 |
| LACHLAN JAMES ANDERSON | The Advice Exchange Pty Ltd | Current | 2018-07-23 |
| SUSANNE NICOLE MARRO | The Advice Exchange Pty Ltd | Current | 2018-07-18 |
| BELINDA LEE PAYNE | The Advice Exchange Pty Ltd | Current | 2018-07-09 |
| BENJAMIN JAMES AYRIS | The Advice Exchange Pty Ltd | Current | 2018-06-29 |
| PAUL FRANCIS MCSHANE | The Advice Exchange Pty Ltd | Current | 2018-06-01 |
| SEAN MORDAUNT | The Advice Exchange Pty Ltd | Current | 2018-04-10 |
| ANTHONY GETSON | The Advice Exchange Pty Ltd | Ceased | 2017-12-02 |
| ADRIAN JOHN CASSIDY | The Advice Exchange Pty Ltd | Ceased | 2017-12-02 |
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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.