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Financial Advisers: SHERRIE FRANCIS JIMENEZ Information

This is the detailed information about SHERRIE FRANCIS JIMENEZ, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000286029, the year the Financial Adviser first provided advice is 2018 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:38.

Financial Adviser Number: 000286029
Financial Adviser Name: SHERRIE FRANCIS JIMENEZ
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2018
Adviser Town: Unley
Adviser State: SA
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: PARAGEM PTY LIMITED
    Licence Number: 000297276
    Licence ABN: 16108571875
    The company(ies) or people who control the licensee's business: HUB24 LIMITED
    The date the Financial Adviser commenced the appointment: 2018-12-21
    Authorised Representative Name: PARAGEM PTY LIMITED
    Authorised Representative Number: 000297276
    Rep Appointed ABN: 16108571875
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Integratec
    Provides details on areas the Financial Adviser is restricted from giving advice on: Superannuation excludes Self Managed Superannuation Funds.

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.