Sarah Penelope Davie – Financial Adviser

Adviser identifying number: 1249128
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence number: 238244
Licensee’s ABN: 51060092631
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD

The date the Financial Adviser commenced the appointment: 25/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CROWE HORWATH FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 238244
Authorised Representative’s ABN: 51060092631

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:

  • Accountants Essential Advice – Integrity Education Group
  • Advanced Diploma of Financial Services (Superannuation) – ASFA
  • Bachelor of Business – Monash University
  • Bachelor of Communication – Monash University
  • SMSF Core Course – DBA Network

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • SMSF Association

Sarah Penelope Davie is authorised to provide advices on following products:

  • Superannuation