Alan Joseph Sher – Financial Adviser

Adviser identifying number: 1000677
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: MY SUPER FUTURE PTY LTD
Licence number: 411440
Licensee’s ABN: 38122977888
Licence controlled by: COMBINED FUND SERVICES PTY LTD

The date the Financial Adviser commenced the appointment: 06/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MY SUPER FUTURE PTY LTD
Authorised Representative identifying number: 411440
Authorised Representative’s ABN: 38122977888

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 of Financial Planning – Financial Planning Association of Australia Ltd
  • Margin Lending and Geared Investments – Kaplan Professional Pty Ltd
  • Masters of Financial Planning – University of the Sunshine Coast
  • Self Managed Superannuation Funds – Tribeca learning (Aust) Pty Ltd

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Alan Joseph Sher is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility