TERRI ANNE PHILLIPS (Adviser# 001266841) 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 9, 2018.
| Register Name | Financial Advisers |
| Adviser Name | TERRI ANNE PHILLIPS |
| Adviser Number | 001266841 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1988 |
| Financial Service (AFS) Licence |
Licence# 000230542 SENTINEL FINANCIAL GROUP PTY LTD |
| Licence ABN | 26104456288 |
| Adviser Start Date | 2018-08-09 |
| Appointing Representative Name | SENTINEL FINANCIAL GROUP PTY LTD |
| Appointing Representative Number | 000230542 |
| Appointing Representative ABN | 26104456288 |
| Memberships | Stockbrokers Association of Australia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Batchelor of Financial & Economics | City University London |
| Diploma of Financial Advising | FINSIA |
| Graduate Diploma of Investment Management and Research | Institute of Investment Management |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230542 | SENTINEL FINANCIAL GROUP PTY LTD | 2018-08-09 - | SENTINEL FINANCIAL GROUP PTY LTD |
| 000233742 | MORGAN STANLEY AUSTRALIA LIMITED | 2017-12-01 - 2018-04-02 | |
| 000475964 |
TWD LICENSEE SERVICES PTY LTD
Licence controlled by: Troy Blyth MacMillan |
2015-04-01 - 2017-11-01 |
| Licence Name | SENTINEL FINANCIAL GROUP PTY LTD |
| Licence Number | 000230542 |
| Licence ABN | 26104456288 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| VALENTINA GEORGIADIS | Sentinel Financial Group Pty Ltd | Current | 2016-11-21 |
| AMY ELIZABETH RYAN | Sentinel Financial Group Pty Ltd | Ceased | 2012-11-13 |
| BRYAN DUKE | Sentinel Financial Group Pty Ltd | Current | 2009-01-01 |
| KEN BRUCE | Sentinel Financial Group Pty Ltd | Current | 2009-01-01 |
| ADAM FARRALL | Sentinel Financial Group Pty Ltd | Current | 2007-12-17 |
| DANIEL FARRALL | Sentinel Financial Group Pty Ltd | Current | 2007-07-01 |
| JOHN FRANKLIN | Sentinel Financial Group Pty Ltd | Current | 2007-07-01 |
| ADAM CONIGLIARO | Sentinel Financial Group Pty Ltd | Current | 2006-01-01 |
| NORMAN ROBINSON | Sentinel Financial Group Pty Ltd | Current | 2003-10-01 |
| JUSTIN ROBINSON | Sentinel Financial Group Pty Ltd | Current | 2003-10-01 |
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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.