Anthony Alps – Financial Adviser
Adviser identifying number: 240762
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990
Name of the licence holder: SENTRY WEALTH MANAGEMENT PTY LTD
Licence number: 227748
Licensee’s ABN: 77103642888
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 18/05/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PULSE FINANCIAL PTY LTD
Authorised Representative identifying number: 313391
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:
- Bachelor of Commerce – Curtin University
- Diploma of Financial Planning – RG146 Training Australia Pty Ltd
- Graduate Diploma of Applied Finance and Investment – Securities Institute Australia
- PS146 Margin Lending and Geared Investments – Kaplan Education Pty Ltd
- PS146 Self Managed Superannuation Funds – Kaplan Education Pty Ltd
Relevant memberships of professional bodies or industry associations:
Anthony Alps 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