SHARON MAREE OSBORN


Licensee: MANDALAY WEALTH MANAGEMENT PTY LTD

SHARON MAREE OSBORN (Adviser# 001258528) 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 August 12, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHARON MAREE OSBORN
Adviser Number 001258528
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 86718108276
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000331535
MANDALAY WEALTH MANAGEMENT PTY LTD
Licence ABN 31132276576
Adviser Start Date 2018-08-12
Appointing Representative Name MANDALAY WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000331535
Appointing Representative ABN 31132276576

Authorisations to provide financial product advice

  • SHARON MAREE OSBORN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma Financial Planning Monarch Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000331535 MANDALAY WEALTH MANAGEMENT PTY LTD 2018-08-12 - MANDALAY WEALTH MANAGEMENT PTY LTD
000245627 NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED 2017-09-25 - 2017-11-20 NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED

Licensee Information

Licence Name MANDALAY WEALTH MANAGEMENT PTY LTD
Licence Number 000331535
Licence ABN 31132276576

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NICHOLAS CHING-VERN CHUAH Mandalay Wealth Management Pty Ltd Current 2018-06-28
MICHAEL CHRISTOPHER LEHNER Mandalay Wealth Management Pty Ltd Ceased 2017-06-01
JONATHAN FRANCO CATTANA Mandalay Wealth Management Pty Ltd Ceased 2015-09-28
WAN SOON KANG Mandalay Wealth Management Pty Ltd Current 2011-11-30
HAN SPENDLOVE Mandalay Wealth Management Pty Ltd Current 2008-12-20

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NICHOLAS CHING-VERN CHUAH Mandalay Wealth Management Pty Ltd Current 2018-06-28
MICHAEL CHRISTOPHER LEHNER Mandalay Wealth Management Pty Ltd Ceased 2017-06-01
JONATHAN FRANCO CATTANA Mandalay Wealth Management Pty Ltd Ceased 2015-09-28
WAN SOON KANG Mandalay Wealth Management Pty Ltd Current 2011-11-30
HAN SPENDLOVE Mandalay Wealth Management Pty Ltd Current 2008-12-20

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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.