KAREN MARIE BLACK


Licensee: SHERIDANS FINANCIAL SERVICES PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • KAREN MARIE BLACK
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

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

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000452448 SHERIDANS FINANCIAL SERVICES PTY LTD 2016-11-01 - SHANE WILLIAM HOLMES

Licensee Information

Licence Name SHERIDANS FINANCIAL SERVICES PTY LTD
Licence Number 000452448
Licence ABN 43167326972

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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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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.