Sentinel Wealth Managers Pty ltd

AFS License Number
322211
Name
Sentinel Wealth Managers Pty ltd
ABN/ACN/ARBN
73108328294
Licensee issued
April 1, 2008
Address
Shepparton, 3630, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation; and
deal in a financial product by:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Benjamin Scott Snow 2016 Bachelor of Accounting - Charles Sturt University ~ CPA - CPA ~ Public Practice - Public Practice ~ RG146 - Mentor
 Kamaljit Parhaar 2009 Bachelor of Business - Accounting - La Trobe University ~ Diploma of Financial Services - Mentor Education ~ Ongoing CPD Training - Kaplan
 Matthew O'bryan 2008 Bachelor of Business - La Trobe Univeristy ~ Certified Practising Accountant - CPA Australia ~ Diploma of Financial Services - Mentor Education ~ Diploma of Share Trading and Investment - Wealthwithin ~ Ongoing CPD Training - Kaplan