Sarah Jane Carter – Financial Adviser

Adviser identifying number: 260783
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 08/01/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: YBM FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 257942
Authorised Representative’s ABN: 22082597206

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 Economics – University of Sydney
• Diploma of Financial Planning – Financial Planning Association
• Diploma of Financial Planning – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

Sarah Jane Carter 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
• Managed Investment Schemes / Own Managed Investment Scheme Only
• Retirement Savings Account Products
• Securities
• Superannuation / A person’s existing holding in a superannuation product