Alan Raymond Sharp – Financial Adviser

Adviser identifying number: 1002406
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: BELL POTTER SECURITIES LIMITED
Licence number: 243480
Licensee’s ABN: 25006390772
Licence controlled by: BELL FINANCIAL GROUP LIMITED

The date the Financial Adviser commenced the appointment: 29/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BELL POTTER SECURITIES LIMITED
Authorised Representative identifying number: 243480
Authorised Representative’s ABN: 25006390772

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Diploma – Private Client Investment Advice & Management; Regulation & Compliance; Operations Mgt – Securities Institute
  • Professional Diploma in Stockbroking – Stockbrokers Association of Australia / DeakinPrime
  • Superannuation Accreditation Program – Stockbrokers Association of Australia / DeakinPrime

Relevant memberships of professional bodies or industry associations: Stockbrokers Association of Australia

Alan Raymond Sharp is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities