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