Andrew Sherlock Financial Planner Report

Name:
Andrew Sherlock

Rep Number:
000252869

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2004-01-19 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The Institute of Chartered Accountants in Australia
Chartered Accountant - Financial Planning Specialist
Kaplan Professional Education
Margin Lending and Geared Investments
Tribeca
PS146 Knowledge Assessment - Core, Life and General Insurance, Securities, Derivatives
Independent Cerntre of Financial Training
RG146 Training Course - Retirement Planning
Tribeca
The Strategist Group's Self Managed Superannuation Funds Adviser Course

Memberships
Financial Planning Association of Australia (FPA)