Shane Alan Moodie – Financial Adviser

Adviser identifying number: 248145
Status: Ceased
Adviser’s ABN: 46346721374
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 20/03/2010
The date the Financial Adviser ceased the appointment: 03/08/2012
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Diploma of Financial Services (Financial Planning) – AMP Financial Planning
  • Taxation Planning for Financial Advisers (ADFS1) – GWM ThreeSixty

Relevant memberships of professional bodies or industry associations: Financial Services Institute of Australia (FINSIA)

Shane Alan Moodie is authorised to provide advices on following products: