Courtney Leah Pearch – Financial Adviser
Adviser identifying number: 332402
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
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: 05/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTH CONNEXION PTY LTD
Authorised Representative identifying number: 318317
Authorised Representative’s ABN: 16127282875
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 Services (Financial Planning) – PS 146 Training Australia
Relevant memberships of professional bodies or industry associations:
Courtney Leah Pearch 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