JUDITH JOCELYN GROOM


Licensee: SUNSUPER FINANCIAL SERVICES PTY LTD

JUDITH JOCELYN GROOM (Adviser# 001004268) 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.

Adviser Overview

Register Name Financial Advisers
Adviser Name JUDITH JOCELYN GROOM
Adviser Number 001004268
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
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 Superannuation Funds Australia (ASFA)
Australian Institute of Superannuation Trustees (AIST)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JUDITH JOCELYN GROOM
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Affiliate Diploma General & Life Insurance - Australian Insurance Institute
Certified Financial Planner Financial Planning Association of Australia
General Insurance The ANZ Instit of Insur & Finance Inc
Graduate Diploma Personal Financial Planning University of Southern Queensland

Adviser employment history

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
000232729 ADVISER NETWORK PTY LTD
Licence controlled by: LINK ADMINISTRATION HOLDINGS LIMITED ~ LINK DIGITAL SOLUTIONS PTY LIMITED ~ LONSEC HOLDINGS PTY LTD [Date Ceased: 15/06/2017]
2016-05-24 - 2017-10-17 MERCY SUPER FINANCIAL SERVICES PTY LTD
000218705 TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence controlled by: TELSTRA SUPER PTY LTD
2006-04-18 - 2016-04-29 TELSTRA SUPER FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name SUNSUPER FINANCIAL SERVICES PTY LTD
Licence Number 000227867
Licence ABN 50087154818

Financial advisers with the same licensee

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
VALERIE LUMBY Sunsuper Financial Services Pty Ltd Current 2018-05-15

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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.