Sarah Catharine Thorburn – Financial Adviser
Adviser identifying number: 247399
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: BONGIORNO WEALTH MANAGEMENT PTY LTD
Licence number: 345313
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BONGIORNO WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000345313
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:
- Bachelor of Commerce – University of Melbourne
- CPA Program – CPA Australia
- Certificate IV in Finance & Mortgage Broking – Kaplan Professional Education
- Introduction to Financial Planning, Risk Management and Insurance Planning – FPA
- Superannuation & Retirement Planning, Investment Planning I – CCH Learning (formerly Australian Institute of Financial Studies)
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Institute of Public Accountants (IPA)
Sarah Catharine Thorburn is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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