Glen Sumner – Financial Adviser
Adviser identifying number: 1004842
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: COMMONWEALTH PRIVATE LIMITED
Licence number: 314018
Licensee’s ABN: 30125238039
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/10/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COMMONWEALTH PRIVATE LIMITED
Authorised Representative identifying number: 000314018
Authorised Representative’s ABN: 30125238039
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 – FPA
- Diploma of Financial Services (Financial Planning) – Pinnacle Financial Services Academy
- Margin Lending and Geared Investments – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Glen Sumner is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation