Sarah Elizabeth Blake – Financial Adviser
Adviser identifying number: 1243684
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Licence number: 342420
Licensee’s ABN:
Licence controlled by: WILLIAM BUCK (VIC) PTY LTD
The date the Financial Adviser commenced the appointment: 29/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Authorised Representative identifying number: 342420
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 – Deakin
- Diploma of Financial Planning – Kaplan
- Graduate Diploma of Chartered Accounting – ICAA
- SMSF Association SMSF Specialist Advisor – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- SMSF Association
Sarah Elizabeth Blake is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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