DAWN PHILLIPPER PARTRIDGE

Licensee: SENTRY FINANCIAL PLANNING PTY LTD

DAWN PHILLIPPER PARTRIDGE (Adviser# 001267105) 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 28, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAWN PHILLIPPER PARTRIDGE
Adviser Number 001267105
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 2018-08-28
Appointing Representative Name SENTRY FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000247105
Appointing Representative ABN 74099029526
Further Restrictions Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Authorisations to provide financial product advice

  • DAWN PHILLIPPER PARTRIDGE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Major in Finance - Edith Cowan University
Diploma of Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247105 SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
Further restrictions: Superannuation Authorisation excludes Self Managed Superannuation Funds advice
2018-08-28 - SENTRY FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name SENTRY FINANCIAL PLANNING PTY LTD
Licence Number 000247105
Licence ABN 74099029526

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
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
LEWIS JACKSON Sentry Financial Planning Pty Ltd Current 2018-05-15
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

Competitor

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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.