Shane William Holmes – Financial Adviser

Adviser identifying number: 244917
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990

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:

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Relevant qualifications and training:

ASX Accredited Listed Products Adviser (ALPA) program – Kaplan Professional Education
Advanced Self Managed Super Funds program – Kaplan Professional Education
Foundation Dipiloma of Financial Planning – Financial Planning Association of Australia
Margin Lending and Geared Investments – Kaplan Professional Education
Self Managed Super Funds – Tribeca

Relevant memberships of professional bodies or industry associations:

Financial Planning Association of Australia (FPA)
Tax Practitioners

Shane William Holmes 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