Sharath Sama – Financial Adviser

Adviser identifying number: 403613
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: SENTINEL PRIVATE WEALTH PTY LTD
Licence number: 344762
Licensee’s ABN: 45141149304
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/07/2013
The date the Financial Adviser ceased the appointment: 25/11/2014
Name of the Authorised Representative:
Authorised Representative identifying number:
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:

  • CPA – CPA Australia
  • Diploma of Financial Planning FNS50804 – International Institute of Technology
  • Margin Lending and Geared investment – Kaplan Professional Education
  • Master of Commerce (Accounting) – The University of Sydney
  • Principleas in Self managed Superannuation Funds – International Institute of Technology

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Sharath Sama is authorised to provide advices on following products: