Sarah Jane Cavanagh – Financial Adviser

Adviser identifying number: 260389
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: OAKWOOD FINANCIAL GROUP PTY LIMITED
Licence number: 255231
Licensee’s ABN: 11063291163
Licence controlled by:

The date the Financial Adviser commenced the appointment: 31/08/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OAKWOOD FINANCIAL GROUP PTY LIMITED
Authorised Representative identifying number: 255231
Authorised Representative’s ABN: 11063291163

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
• Certified Financial Planner – Financial Planning Association
• Professional Year of Study – Institute of Chartered Accountants

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

Sarah Jane Cavanagh is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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