Brian Stephen Keegan – Financial Adviser

Adviser identifying number: 1000390
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: SHARTRU WEALTH MANAGEMENT PTY LTD
Licence number: 422409
Licensee’s ABN: 46158536871
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHARTRU WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 422409
Authorised Representative’s ABN: 46158536871

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:

• Managed Investments – Pinnacle
• RG146 – Pinnacle
• Risk Management – Pinnacle
• Superannuation & Retirement – Pinnacle

Relevant memberships of professional bodies or industry associations:

Brian Stephen Keegan 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 / A person’s existing holding in a superannuation product
• Margin Lending Facility / Standard Margin Lending Facility