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:

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