Wayne John Charles – Financial Adviser
Adviser identifying number: 241168
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
Licence number: 286786
Licensee’s ABN: 30113531034
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/09/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SENTRY FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 286786
Authorised Representative’s ABN: 30113531034
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: Diploma of Financial Planning – Financial Planning Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Mortgage & Finance Association of Australia
Wayne John Charles 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