Shirley Elizabeth Schaefer – Financial Adviser

Adviser identifying number: 1001439
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: GODFREY PEMBROKE LIMITED
Licence number: 230690
Licensee’s ABN: 23002336254
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 27/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GODFREY PEMBROKE LIMITED
Authorised Representative identifying number: 230690
Authorised Representative’s ABN: 23002336254

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 (Superannuation) – Association of Superannuation Funds of Australia
  • Bachelor of Arts in Accounting – University of South Australia
  • Diploma of Financial Planning – Mentor Education

Relevant memberships of professional bodies or industry associations:

  • Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
  • Chartered Accountants Australia and New Zealand (CA)
  • Specialist Advisor Specialist Auditor

Shirley Elizabeth Schaefer is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Deposit & Payment Products – Non-Cash Deposit Products
  • Superannuation