SENTRY FINANCIAL PLANNING PTY LTD

Address: Perth, WA 6000, Australia

SENTRY FINANCIAL PLANNING PTY LTD (Licence# 000247105) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 1, 2004.

Service Overview

Register Name	AFS Licence
Licence Name	SENTRY FINANCIAL PLANNING PTY LTD
Licence Number	000247105
Licence ABN	74099029526
Issue Date	2004-02-01
Pre FSR	Pre FSR (Financial Services Reform) Role and Licence Number: InsLif 90500 SecDlr 217318
Locality	PERTH
State	WA
Postcode	6000
Country	Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to: provide financial product advice for the following classes of financial products: deposit and payment products limited to: basic deposit products; deposit products other than basic deposit products; debentures, stocks or bonds issued or proposed to be issued by a government; life products including: investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; interests in managed investment schemes including: investor directed portfolio services; retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); securities; standard margin lending facility; and superannuation; and deal in a financial product by: applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products: deposit and payment products limited to: basic deposit products; deposit products other than basic deposit products; debentures, stocks or bonds issued or proposed to be issued by a government; life products including: investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; interests in managed investment schemes including: investor directed portfolio services; retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); securities; standard margin lending facility; and superannuation; to retail and wholesale clients.

Financial advisers

Adviser Number	Adviser Name	Status	Start Date
001267105	DAWN PHILLIPPER PARTRIDGE	Current	2018-08-28
001267116	SIMON PETER FRANK BURLEY	Current	2018-08-28
001233255	NICHOLAS CHRISTIAN HORSTMAN	Current	2018-05-28
000414630	COURTNEY ANN MATTNER	Ceased	2018-05-28
001261529	LEWIS JACKSON	Current	2018-05-15
001255564	DAMIEN PHUA	Ceased	2017-06-16
001002729	FRANCHESCA NKIRUKA HURST	Ceased	2017-03-08
000436096	STUART KNOX ENGEL	Ceased	2017-02-01
000334945	ROLAND NKANKA BADIA	Ceased	2016-08-18
001243581	ISABELLA OLIVIA GRACE SALA	Ceased	2016-06-28

Office Location

Locality	PERTH
State	WA
Postcode	6000
Country	Australia

Financial services with the same postcode

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KBI GROUP PTY LTD	2017-04-26	Perth, WA 6000, Australia
MOORE STEPHENS (WA) FINANCIAL SERVICES PTY LTD	2017-03-01	Perth, WA 6000, Australia
TAURUS HOLDINGS AUSTRALIA PTY LTD	2017-02-17	Perth, WA 6000, Australia
AXELROD CAPITAL INVESTMENT MANAGEMENT LIMITED	2017-02-16	Perth, WA 6000, Australia
MKT PTY LTD	2016-12-19	Perth, WA 6000, Australia
JINDALEE PARTNERS PTY LTD	2016-09-23	Perth, WA 6000, Australia
BURNS SIEBER FINANCIAL PLANNING PTY LTD	2016-06-24	Perth, WA 6000, Australia

Competitor

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Postal Code	6000

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Dataset Information

Data Provider	Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction	Australia
Related Datasets	Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services 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.