Shannon Aspinall – Financial Adviser

Adviser identifying number: 385161
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: BALANCED INVESTMENT STRATEGIES PTY LTD
Licence number: 314365
Licensee’s ABN: 33070860776
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BALANCED INVESTMENT STRATEGIES PTY LTD
Authorised Representative identifying number: 314365
Authorised Representative’s ABN: 33070860776

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan
• Attainment of CPA – Financial Planning Specialisation – CPA Australia
• Bachelor of Business (Accounting Major) – Griffith University
• Certified Pracitsing Accountant – CPA Australia
• Diploma of Financial Services (Financial Planning) – Kaplan

Relevant memberships of professional bodies or industry associations:

Shannon Aspinall 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