Tracey Anne Sargant

Name
Tracey Anne Sargant
ID
363857
ABN
First Provided Advice
2010

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
A.c.n. 133 593 012 Pty Ltd (#331367)
Commenced
Oct. 8, 2013
Ceased
Dec. 17, 2014
Status
Ceased
Licence Holder
Acn 143 933 644 Pty Ltd (#423717)
Commenced
Dec. 18, 2014
Ceased
May 22, 2015
Status
Ceased
Licence Holder
Affinia Financial Advisers Limited (#237857)
Commenced
Dec. 3, 2015
Ceased
May 10, 2016
Status
Ceased
Licence Holder
Hnw Planning Pty Ltd (#225216)
Commenced
May 2, 2017
Ceased
Nov. 2, 2017
Status
Ceased
Licence Holder
LM Investment Management Limited (#220281)
Commenced
July 22, 2011
Ceased
March 20, 2013
Status
Ceased
Licence Holder
MY Adviser Pty Ltd (#238307)
Commenced
June 30, 2010
Ceased
June 24, 2011
Status
Ceased
Licence Holder
Synchron Advice Pty Ltd (#243313)
Commenced
Jan. 25, 2018
Ceased
Nov. 20, 2018