Shane Barclay – Financial Adviser

Adviser identifying number: 239333
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INSIGHT WEALTH PLANNING PTY LTD
Authorised Representative identifying number: 324684
Authorised Representative’s ABN:

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:

• Cavendish & ICFS Specialist SMSF Course – The University of Adelaide
• Certificate of Completion in Equities – Integratec Training
• Certified Financial Planner – Financial Planning Association of Australia Limited
• Diploma of Financial Planning – Financial Planning Association (FPA)

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Shane Barclay is authorised to provide advices on following 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