SEAN JEROMY SCHUBERT

Licensee: ASHFORDS WEALTH ADVISORS PTY LTD

SEAN JEROMY SCHUBERT (Adviser# 000456844) 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 June 6, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SEAN JEROMY SCHUBERT
Adviser Number 000456844
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000226184
ASHFORDS WEALTH ADVISORS PTY LTD
Licence ABN 93086288306
Adviser Start Date 2018-06-06
Appointing Representative Name ANDREW BROWN
Appointing Representative Number 000289501
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SEAN JEROMY SCHUBERT
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan Professional
Bachelor of Business Victoria University of Technology
Diploma of Financial Planning Holmsglen Institute
Margin Lending and Geared Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000226184 ASHFORDS WEALTH ADVISORS PTY LTD 2018-06-06 - ANDREW BROWN
000482898 WEALTH MARKET PTY LTD
Licence controlled by: LOAN MARKET GROUP PTY LTD
2017-02-23 - 2018-05-28 WEALTH MARKET PTY LTD
000230323 CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD
2014-04-22 - 2017-02-03 CONSULTUM FINANCIAL ADVISERS PTY LTD
000230727 BW FINANCIAL ADVICE LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2012-02-01 - 2014-03-23

Licensee Information

Licence Name ASHFORDS WEALTH ADVISORS PTY LTD
Licence Number 000226184
Licence ABN 93086288306

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LEANG SAO Ashfords Wealth Advisors Pty Ltd Current 2016-01-04
MICHAEL RYAN Ashfords Wealth Advisors Pty Ltd Current 2016-01-01
RICHARD JOHN VAUGHAN Ashfords Wealth Advisors Pty Ltd Current 2016-01-01
ANDREW BROWN Ashfords Wealth Advisors Pty Ltd Current 2010-02-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LEANG SAO Ashfords Wealth Advisors Pty Ltd Current 2016-01-04
MICHAEL RYAN Ashfords Wealth Advisors Pty Ltd Current 2016-01-01
RICHARD JOHN VAUGHAN Ashfords Wealth Advisors Pty Ltd Current 2016-01-01
ANDREW BROWN Ashfords Wealth Advisors Pty Ltd Current 2010-02-01

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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.