Sarah Catharine Thorburn
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247399
- Location
- Melbourne VIC 3004
- Licensee
- Bongiorno Wealth Management Pty Ltd (AFSL 345313)
- Authorised since
- 1 July 2010
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, University of Melbourne (1996); Introduction to Financial Planning, Risk Management and Insurance Planning, Financial Planning Association of Australia (2002); Superannuation & Retirement Planning, Investment Planning I, CCH Learning (formerly Australian Institute of Financial Studies) (2003); CPA Program, CPA Australia (2012)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Catharine Thorburn
On the Financial Advisers Register kept by ASIC, Sarah Catharine Thorburn appears as a current financial adviser in Melbourne, Victoria, adviser number 000247399.
The licensee Sarah advises under is Bongiorno Wealth Management Pty Ltd (AFS licence 345313). That authorisation dates from 1 July 2010.
The register records 2003 as the year Sarah first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 1996), Introduction to Financial Planning, Risk Management and Insurance Planning (Financial Planning Association of Australia, 2002) and Superannuation & Retirement Planning, Investment Planning I (CCH Learning (formerly Australian Institute of Financial Studies), 2003). Sarah is recorded as a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sarah Catharine Thorburn a registered financial adviser?
Yes. Sarah Catharine Thorburn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247399.
Which licensee does Sarah Catharine Thorburn work under?
Bongiorno Wealth Management Pty Ltd, Australian financial services licence 345313.
What can Sarah Catharine Thorburn give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.