LEWIS JACKSON (Adviser# 001261529) 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.
| Register Name | Financial Advisers |
| Adviser Name | LEWIS JACKSON |
| Adviser Number | 001261529 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2018 |
| Financial Service (AFS) Licence |
Licence# 000247105 SENTRY FINANCIAL PLANNING PTY LTD |
| Licence ABN | 74099029526 |
| Licence Controlled By | SENTRY GROUP PTY LTD |
| Adviser Start Date | 2018-05-15 |
| Appointing Representative Name | SENTRY FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000247105 |
| Appointing Representative ABN | 74099029526 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Bachelor of Economic Science | The University of Manchester |
| Diploma of Financial Planning | Kaplan |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000247105 |
SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2018-05-15 - | SENTRY FINANCIAL PLANNING PTY LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2018-01-30 - 2018-04-27 | GWM ADVISER SERVICES LIMITED |
| Licence Name | SENTRY FINANCIAL PLANNING PTY LTD |
| Licence Number | 000247105 |
| Licence ABN | 74099029526 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAWN PHILLIPPER PARTRIDGE | Sentry Financial Planning Pty Ltd | Current | 2018-08-28 |
| SIMON PETER FRANK BURLEY | Sentry Financial Planning Pty Ltd | Current | 2018-08-28 |
| NICHOLAS CHRISTIAN HORSTMAN | Sentry Financial Planning Pty Ltd | Current | 2018-05-28 |
| COURTNEY ANN MATTNER | Sentry Financial Planning Pty Ltd | Ceased | 2018-05-28 |
| PATIENCE SAKONDA | Sentry Financial Planning Pty Ltd | Ceased | 2015-03-31 |
| SARAH JAYNE MOORE | Sentry Financial Planning Pty Ltd | Ceased | 2014-05-26 |
| CHRISTOPHER HOLLOWAY | Sentry Financial Planning Pty Ltd | Ceased | 2014-05-09 |
| GEOFFREY MICHAEL WOODLEY-PAGE | Sentry Financial Planning Pty Ltd | Ceased | 2014-01-10 |
| DOUGLAS MERVYN MCCULLOUGH | Sentry Financial Planning Pty Ltd | Ceased | 2013-06-20 |
| FIONA ROBYN MCCULLOUGH | Sentry Financial Planning Pty Ltd | Ceased | 2013-06-20 |
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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.