Sharee Ann Dalton – Financial Adviser

Adviser identifying number: 301043
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD
Licence number: 341401
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/04/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD
Authorised Representative identifying number: 341401
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: Financial Services Essentials RG146 Accredited – Deakin Financial Services Pty Ltd

Relevant memberships of professional bodies or industry associations:

Sharee Ann Dalton 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility