Sean Matthew Birch – Financial Adviser
Adviser identifying number: 332392
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
The date the Financial Adviser commenced the appointment: 27/09/2010
The date the Financial Adviser ceased the appointment: 11/07/2016
Name of the Authorised Representative: APOGEE FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000230689
Authorised Representative’s ABN: 28056426932
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: