Sarah Gonzales – Financial Adviser

Adviser identifying number: 449408
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: APT WEALTH PARTNERS PTY LTD
Licence number: 436121
Licensee’s ABN: 49159583847
Licence controlled by: NUT Holdings Pty Ltd ATF NUT Unit Trust

The date the Financial Adviser commenced the appointment: 06/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APT WEALTH PARTNERS PTY LTD
Authorised Representative identifying number: 436121
Authorised Representative’s ABN: 49159583847

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 Applied Finance/Bachelor of Commerce – Accounting – Macquarie University
• Certificate in Self-managed Superannuation Funds – Kaplan
• Master of Applied Finance – Macquarie University

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

Sarah Gonzales is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation