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:

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