Bernadette Shiels – Financial Adviser
Adviser identifying number: 250807
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 04/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL LIFESTYLE PARTNERS PTY LTD
Authorised Representative identifying number: 1237874
Authorised Representative’s ABN: 28608139877
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Diploma of Financial Planning – Integrity Education Group
- Margin Lending Adviser (Personal Advice) – Mentor Education
- Self Managed Superannuation Funds – Mentor Education
Relevant memberships of professional bodies or industry associations:
Bernadette Shiels is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility