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
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Disciplinary actions start date against the Financial Adviser:
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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: