Sean Spencer

Financial Adviser

ASIC adviser number:
000344080
Qualifications and training:

2007, Self Managed Superannuation Funds, Other, Kaplan Higher Education Pty Limited
2012, Margin Lending and Geared Investments, Other, Kaplan Higher Education Pty Limited
2016, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Mentor Education Pty Ltd
2017, Accredited Aged Care Professional, Other, Aged Care Steps
2020, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited

When adviser first provided advice:
1991
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
7B Parkfield St
Bunbury  WA  6231
AFS licence holder name:
Charter Financial Planning Limited
AFS licence number:
000234665
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».