Sherman Sawtelle Jenner – Financial Adviser

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

Name of the licence holder: ASCENDIA PTY LTD
Licence number: 307308
Licensee’s ABN: 88122360721
Licence controlled by: C&SJ Pty Ltd ATF

The date the Financial Adviser commenced the appointment: 28/02/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASCENDIA INVESTMENT MANAGERS PTY LTD
Authorised Representative identifying number: 251037
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:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
• FHSA Issued non ADI