Sherman Sawtelle Jenner – Financial Adviser

Adviser identifying number: 1002031
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 10/09/2001
The date the Financial Adviser ceased the appointment: 01/03/2007
Name of the Authorised Representative: ASCENDIA INVESTMENT MANAGERS PTY LTD
Authorised Representative identifying number: 000251037
Authorised Representative’s ABN: 59097933545

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 of Arts (Economics) – University of Queensland
• Certified Financial Planner – FPA
• Diploma of Financial Planning – Deakin University
• Graduate Diploma of Investment & Finance – FINSIA
• MBA (Advanced) – University of Queensland

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Institute of Public Accountants (IPA)
• National Tax & Accountants Association (NTAA)

Sherman Sawtelle Jenner is authorised to provide advices on following products: