Christopher David Puddy – Financial Adviser
Adviser identifying number: 340192
Status: Current
Adviser’s ABN: 23206527874
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: SENTRY FINANCIAL PLANNING PTY LTD
Licence number: 247105
Licensee’s ABN: 74099029526
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 07/08/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SENTRY FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 247105
Authorised Representative’s ABN: 74099029526
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 Business – Griffith University
- Diploma of Financial Advising – FINSIA
Relevant memberships of professional bodies or industry associations:
Christopher David Puddy 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