Sally Anne Richard – Financial Adviser

Adviser identifying number: 1247963
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: STAR & CO FINANCIAL SERVICES PTY LIMITED
Licence number: 484852
Licensee’s ABN:
Licence controlled by: Judith Anne STAR

The date the Financial Adviser commenced the appointment: 01/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STAR & CO FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 484852
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:

• Associate Member of the Institute of Chartered Accountants – Institute of Chartered Accountants
• Bachelor of Business (Accounting) – Charles Sturt University Bathurst
• CA SMSF Specialist – Institute of Chartered Accountants
• Diploma of Financial Planning – Kaplan Professional
• Insurance & Risk Protection, Securities & Managed Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Sally Anne Richard is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation