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