COURTNEY ANN MATTNER


Licensee: SENTRY FINANCIAL PLANNING PTY LTD

COURTNEY ANN MATTNER (Adviser# 000414630) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is May 28, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name COURTNEY ANN MATTNER
Adviser Number 000414630
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000247105
SENTRY FINANCIAL PLANNING PTY LTD
Licence ABN 74099029526
Licence Controlled By SENTRY GROUP PTY LTD
Adviser Start Date 2018-05-28
Adviser End Date 2018-07-26
Appointing Representative Name SENTRY FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000247105
Appointing Representative ABN 74099029526

Authorisations to provide financial product advice

  • COURTNEY ANN MATTNER

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247105 SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2018-05-28 - 2018-07-26 SENTRY FINANCIAL PLANNING PTY LTD
000227748 SENTRY ADVICE PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2011-12-05 - 2015-10-23 THE TRUSTEE FOR HOOPER BFP TRUST & THE TRUSTEE FOR LANE BFP TRUST & THE TRUSTEE FOR MURPHY BFP TRUST & THE TRUSTEE FOR NORTHCOTT

Licensee Information

Licence Name SENTRY FINANCIAL PLANNING PTY LTD
Licence Number 000247105
Licence ABN 74099029526

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAWN PHILLIPPER PARTRIDGE Sentry Financial Planning Pty Ltd Current 2018-08-28
SIMON PETER FRANK BURLEY Sentry Financial Planning Pty Ltd Current 2018-08-28
NICHOLAS CHRISTIAN HORSTMAN Sentry Financial Planning Pty Ltd Current 2018-05-28
LEWIS JACKSON Sentry Financial Planning Pty Ltd Current 2018-05-15
PATIENCE SAKONDA Sentry Financial Planning Pty Ltd Ceased 2015-03-31
SARAH JAYNE MOORE Sentry Financial Planning Pty Ltd Ceased 2014-05-26
CHRISTOPHER HOLLOWAY Sentry Financial Planning Pty Ltd Ceased 2014-05-09
GEOFFREY MICHAEL WOODLEY-PAGE Sentry Financial Planning Pty Ltd Ceased 2014-01-10
DOUGLAS MERVYN MCCULLOUGH Sentry Financial Planning Pty Ltd Ceased 2013-06-20
FIONA ROBYN MCCULLOUGH Sentry Financial Planning Pty Ltd Ceased 2013-06-20

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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.