Alan Crute – Financial Adviser

Adviser identifying number: 1006404
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: SEQUOIA WEALTH MANAGEMENT PTY LTD
Licence number: 472387
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SEQUOIA WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 472387
Authorised Representative’s ABN:

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:

• ADA2 – ASX
• ASIC PS146 Compliance (Securities and Managed Investments) – Securities and Derivatives Industry Association
• Graduate Diploma in Accounting – Victoria College
• Margin Lending – Stockbrokers Association of Australia

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Alan Crute is authorised to provide advices on following products:

• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Margin Lending Facility / Standard Margin Lending Facility