SHARON LEE GOODWIN (Adviser# 000455141) 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 October 24, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SHARON LEE GOODWIN |
| Adviser Number | 000455141 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000253125 POLITIS INVESTMENT STRATEGIES PTY LTD |
| Licence ABN | 71106823241 |
| Adviser Start Date | 2016-10-24 |
| Appointing Representative Name | POLITIS INVESTMENT STRATEGIES PTY LTD |
| Appointing Representative Number | 000253125 |
| Appointing Representative ABN | 71106823241 |
| Further Restrictions | Restricted as per "Letter of Authorisation" issued |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Diploma of Financial Planning | Pinnacle Financial Services Academy Pty Ltd |
| Graduate Certificate in Financial Planning | Kaplan Higher Education Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000253125 |
POLITIS INVESTMENT STRATEGIES PTY LTD
Further restrictions: Restricted as per "Letter of Authorisation" issued |
2016-10-24 - | POLITIS INVESTMENT STRATEGIES PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2014-03-18 - 2016-10-19 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | POLITIS INVESTMENT STRATEGIES PTY LTD |
| Licence Number | 000253125 |
| Licence ABN | 71106823241 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL CAVALLARO | Politis Investment Strategies Pty Ltd | Current | 2018-06-28 |
| JUANITA JOY ALLEN | Politis Investment Strategies Pty Ltd | Current | 2018-06-01 |
| MICHAEL EDWARD MCAVINEY | Politis Investment Strategies Pty Ltd | Current | 2018-04-23 |
| TRENT HAYDEN SIMONOVIC | Politis Investment Strategies Pty Ltd | Current | 2018-03-13 |
| PAUL JOSEPH VERGONA | Politis Investment Strategies Pty Ltd | Current | 2018-03-09 |
| BRADFORD RAYMOND READ | Politis Investment Strategies Pty Ltd | Current | 2017-12-27 |
| CHRISTOPHER ANDREW JOHN SMITH | Politis Investment Strategies Pty Ltd | Current | 2017-12-08 |
| BIMALJEET SEKHON | Politis Investment Strategies Pty Ltd | Current | 2017-11-29 |
| APURV BHALLA | Politis Investment Strategies Pty Ltd | Ceased | 2017-11-03 |
| STEWART DAVID TEMESVARY | Politis Investment Strategies Pty Ltd | Current | 2017-10-23 |
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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.