Sarah Jane Riegelhuth – Financial Adviser

Adviser identifying number: 306438
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: WE ARE GEN Y PTY LTD
Licence number: 467065
Licensee’s ABN: 29601315977
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/02/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WE ARE GEN Y PTY LTD
Authorised Representative identifying number: 467065
Authorised Representative’s ABN: 29601315977

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 Business (Financial Planning) – RMIT
  • Diploma of Financial Planning – RMIT
  • Margin Lending and Geared Investments – Kaplan
  • Self Managed Super Funds & Accredited Listed Products (investments – Kaplan

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Sarah Jane Riegelhuth is authorised to provide advices on following 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
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products
  • FHSA Issued non ADI