HomeFinancial AdvisersShannan John Stevens – Financial Adviser

Shannan John Stevens – Financial Adviser

Adviser identifying number: 433735
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 01/11/2012
The date the Financial Adviser ceased the appointment: 28/02/2013
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
Contact phone number:
Working hours:

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Relevant qualifications and training:

  • Diploma of Financial Services – Tribeca
  • Estate Planning – Tribeca
  • Superannuation & Retirement Planning – Tribeca
  • Taxation Planning – Tribeca

Relevant memberships of professional bodies or industry associations:

Shannan John Stevens is authorised to provide advices on following products:

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