SIMON PETER FRANK BURLEY

Licensee: SENTRY FINANCIAL PLANNING PTY LTD

SIMON PETER FRANK BURLEY (Adviser# 001267116) 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 SIMON PETER FRANK BURLEY
Adviser Number 001267116
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

  • SIMON PETER FRANK BURLEY
  • ·
  • 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 Applied Science (Business Law and International Relations) Curtin 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
RYUICHIRO SUZUKI Sentry Financial Planning Pty Ltd Ceased 2009-04-01
SVETLANA VRZOVSKI Sentry Financial Planning Pty Ltd Current 2005-08-02
JOANNE VIOLET COULTER Sentry Financial Planning Pty Ltd Ceased 2008-04-24
BRETT MAGUIRE Sentry Financial Planning Pty Ltd Current 2010-02-25
LEANNE JOY MOIR Sentry Financial Planning Pty Ltd Current 2008-02-12
MICHAEL GREGORY SMITH Sentry Financial Planning Pty Ltd Ceased 2009-02-12
MELISSA MARY MORRIS Sentry Financial Planning Pty Ltd Current 2008-03-26
NICHOLAS BLUNDEN Sentry Financial Planning Pty Ltd Current 2010-07-19
DOUGLAS MERVYN MCCULLOUGH Sentry Financial Planning Pty Ltd Ceased 2013-06-20
TERENCE JAMES SHOESMITH Sentry Financial Planning Pty Ltd Ceased 2009-01-05

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.