Sean Matthew Birch – Financial Adviser
Adviser identifying number: 332392
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: MY DEDICATED ADVISORY PTY LTD
Licence number: 485683
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 11/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MY DEDICATED ADVISORY PTY LTD
Authorised Representative identifying number: 485683
Authorised Representative’s ABN:
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:
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Relevant qualifications and training:
- Bachelor Degree – Business – University of Ballarat
- Diploma – Financial Services – Mentor Asset Management Pty Ltd
- Post Graduate – Certified Practicing Accountant (CPA) – CPA Australia
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- CPA Australia (CPA)
Sean Matthew Birch 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility