Sarah Jane Cavanagh
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260389
- Location
- Chatswood NSW 2067
- Licensee
- Oakwood Financial Group Pty Limited (AFSL 255231)
- Authorised since
- 31 August 2005
- First provided advice
- 1998
- Qualifications
- Bachelor of Economics, University of Sydney (1986); Professional Year of Study, Institute of Chartered Accountants (1991); Certified Financial Planner, Financial Planning Association (1998)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Jane Cavanagh
Sarah Jane Cavanagh is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 000260389).
Advice is given under the Australian financial services licence of Oakwood Financial Group Pty Limited, licence number 255231. That authorisation dates from 31 August 2005.
According to the register, Sarah first provided financial advice in 1998. The qualifications listed for Sarah include Bachelor of Economics (University of Sydney, 1986), Professional Year of Study (Institute of Chartered Accountants, 1991) and Certified Financial Planner (Financial Planning Association, 1998). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Sarah is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Yes – Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.”
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Questions people ask
Is Sarah Jane Cavanagh a registered financial adviser?
Yes. Sarah Jane Cavanagh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260389.
Which licensee does Sarah Jane Cavanagh work under?
Oakwood Financial Group Pty Limited, Australian financial services licence 255231.
What can Sarah Jane Cavanagh 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. It also records this restriction: "Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith."