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