Sarah Davies – Financial Adviser

Adviser identifying number: 287760
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: COUNT FINANCIAL LIMITED
Licence number: 227232
Licensee’s ABN: 19001974625
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 06/09/2010
The date the Financial Adviser ceased the appointment: 31/05/2011
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • ASX Accredited Listed Product Adviser (ALPA) – Kaplan Professional
  • Bachelor of Business (Accounting) – Central Queensland University
  • Diploma of Financial Planning – Deakin University
  • Margin Lending and Geared Investments – Kaplan Professional
  • Self Managed Superannuation Funds (SMSF) Program – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Sarah Davies is authorised to provide advices on following products: