Sophie Clancy – Financial Adviser

Adviser identifying number: 345949
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 24/03/2010
The date the Financial Adviser ceased the appointment: 02/10/2012
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

• Advanced Diploma of Financial Planning – Kaplan Professional Education
• Diploma of Financial Planning – Kaplan Professional Education
• Margin Lending and Geared Investments – Kaplan Professional Education
• Self Managed Superannuation Funds – University of Adelaide

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Sophie Clancy is authorised to provide advices on following products: