SHANE MARK CASE (Adviser# 000239360) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 7, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SHANE MARK CASE |
| Adviser Number | 000239360 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 26273225934 |
| Adviser First Advice Year | 1990 |
| Financial Service (AFS) Licence |
Licence# 000247429 FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Licence ABN | 33093667595 |
| Licence Controlled By |
FTZ TOPCO PTY LTD ftz holdco pty ltd ftz mezzco pty ltd yorkway (victoria) bidco pty ltd |
| Adviser Start Date | 2016-04-07 |
| Appointing Representative Name | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000247429 |
| Appointing Representative ABN | 33093667595 |
| Memberships |
ACCA - Association of Chartered Certified Accountants CFP |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association |
| Diploma of Financial Planning | Deakin University |
| Diploma of Financial Planning | Financial Planning Association (FPA) |
| Margin Lending Accreditation Program | Financial Essentials |
| Master of Business Administration (Qualification) | University of Adelaide |
| Master of Business Administration | The University of Adelaide |
| SuperConcepts & ICFS Specialist SMSF Course | The University of Adelaide |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2016-04-07 - | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| 000234661 |
KING FINANCIAL SERVICES PTY LTD
Licence controlled by: AMP LIMITED |
2014-11-17 - 2016-03-31 | |
| 000247839 |
PPS LIFESTYLE SOLUTIONS PTY LTD
Licence controlled by: AMP LIMITED |
2011-08-08 - 2014-10-31 | SHANE MARK CASE |
| 000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2008-03-19 - 2011-08-05 | SHANE MARK CASE |
| Licence Name | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Licence Number | 000247429 |
| Licence ABN | 33093667595 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| UNG QUYEN QUACH | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-24 |
| BENJAMIN JAMES BOUFFLER | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-18 |
| HELEN RUSSO | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-01 |
| AYNSLEY JANE JURSON | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-01 |
| ANDREW WILLIAM BUTTERELL | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-26 |
| BOBBE-LEE DUNCOMBE | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-20 |
| BENJAMIN CARLTON RICHARDS | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-09 |
| JUSTIN BRUCE CLYNES | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-09 |
| BRETT STANLEY ELLIS | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-05-08 |
| IAN DONALD GIBSON | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-04-10 |
Please comment or provide details below to improve the information on .
| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.