Sarah Kate Illarietti
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001260161
- Location
- Perth WA 6000
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 25 May 2022
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce (Accounting and Financial Planning), Curtin University of Technology (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2024)
- Memberships
- 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
- Excludes Listed Securities (Portfolios > $300k)Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Kate Illarietti
Sarah Kate Illarietti is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001260161.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 25 May 2022.
The register records 2017 as the year Sarah first provided financial advice. The qualifications listed for Sarah include Bachelor of Commerce (Accounting and Financial Planning) (Curtin University of Technology, 2016) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2024). Sarah is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
A further restriction is recorded on the register: “Excludes Listed Securities (Portfolios > $300k)Excludes SMSF.”
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Questions people ask
Is Sarah Kate Illarietti a registered financial adviser?
Yes. Sarah Kate Illarietti is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001260161.
Which licensee does Sarah Kate Illarietti work under?
Count Financial Limited, Australian financial services licence 227232.
What can Sarah Kate Illarietti 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: "Excludes Listed Securities (Portfolios > $300k)Excludes SMSF."