Shane Geoffrey Bartrim – Financial Adviser
Adviser identifying number: 1243891
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
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: 29/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COLLINSHUME PTY LTD & JW COLLINS & ID WUNSCH & PJ FOWLER PTY LTD & S G BARTRIM PTY LTD & STALMA PTY LTD
Authorised Representative identifying number: 1243440
Authorised Representative’s ABN: 35670434379
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:
- Bachelor of Business (Accounting) – Charles Sturt University
- Certified Practising Accountant – CPA Australia
- RG146 – AAMC Training Group
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Tax Practitioners Board
Shane Geoffrey Bartrim is authorised to provide advices on following products:
- Superannuation