Serena West – Financial Adviser

Adviser identifying number: 308940
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: CAPITAL PARTNERS CONSULTING PTY LTD
Licence number: 227148
Licensee’s ABN: 27086670788
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/05/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CP LIFE RISKS PTY LTD
Authorised Representative identifying number: 457361
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:

• Advanced Diploma in Financial Services – Kaplan
• Bachelor of Economics – University of Western Australia

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)

Serena West is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation