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: