Shane Barclay – Financial Adviser

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

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 29/05/2015
The date the Financial Adviser ceased the appointment: 03/02/2016
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000234665
Authorised Representative’s ABN: 35002976294

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: