KAREN MARIE BLACK (Adviser# 001249320) 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 November 1, 2016.
Register Name | Financial Advisers |
Adviser Name | KAREN MARIE BLACK |
Adviser Number | 001249320 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2016 |
Financial Service (AFS) Licence |
Licence# 000452448 SHERIDANS FINANCIAL SERVICES PTY LTD |
Licence ABN | 43167326972 |
Adviser Start Date | 2016-11-01 |
Appointing Representative Name | SHANE WILLIAM HOLMES |
Appointing Representative Number | 000244917 |
Memberships |
CPA Australia (CPA) SMSF Association Tax Practitioners Board |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Arts in Accountancy | University of South Australia |
CPA Program | CPA Australia |
Cavendish & ICFS Specialist SMSF Course | The University of Adelaide |
Introductory Financial Planning Course | PACT Accountants Investment Group Pty Ltd |
Superannuation and Retirement Planning | Kaplan Professional |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000452448 | SHERIDANS FINANCIAL SERVICES PTY LTD | 2016-11-01 - | SHANE WILLIAM HOLMES |
Licence Name | SHERIDANS FINANCIAL SERVICES PTY LTD |
Licence Number | 000452448 |
Licence ABN | 43167326972 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
SHANE WILLIAM HOLMES | Sheridans Financial Services Pty Ltd | Current | 2014-07-26 |
JOHN MENELAOU | Sheridans Financial Services Pty Ltd | Current | 2014-07-26 |
COLIN DAVID TUTTY | Sheridans Financial Services Pty Ltd | Current | 2014-07-26 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
SHANE WILLIAM HOLMES | Sheridans Financial Services Pty Ltd | Current | 2014-07-26 |
JOHN MENELAOU | Sheridans Financial Services Pty Ltd | Current | 2014-07-26 |
COLIN DAVID TUTTY | Sheridans Financial Services Pty Ltd | Current | 2014-07-26 |
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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.