John Menelaou – Financial Adviser

Adviser identifying number: 245066
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: SHERIDANS FINANCIAL SERVICES PTY LTD
Licence number: 452448
Licensee’s ABN: 43167326972
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHERIDANS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000452448
Authorised Representative’s ABN: 43167326972

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 – Financial Planning Association
  • Diploma of The Australian Insurance Institute – Australian Insurance Institute
  • Margin Lending and Geared Investments – Kaplan Professional Education
  • Regulatory Guide 146 Assessment – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Tax Practitioneers Board

John Menelaou 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