Stuart Knox Engel – Financial Adviser

Adviser identifying number: 436096
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: SENTRY FINANCIAL PLANNING PTY LTD
Licence number: 247105
Licensee’s ABN: 74099029526
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 01/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTH CONNEXION PTY LTD
Authorised Representative identifying number: 318317
Authorised Representative’s ABN: 16127282875

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:

• Advanced Diploma of Financial Planning – Pinnacle Financial Services Academy
• Bachelor of Arts with First Class Honours in English – The University of Western Australia
• Diploma of Financial Services (Financial Planning) FNS50804 – Kaplan Professional
• Margin Lending – Kaplan Professional
• Master of Business Administration – Macquarie University

Relevant memberships of professional bodies or industry associations:

Stuart Knox Engel 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
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility