BRENDAN MICHAEL SHANNAN (Adviser# 000296673) 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 May 4, 2018.
| Register Name | Financial Advisers |
| Adviser Name | BRENDAN MICHAEL SHANNAN |
| Adviser Number | 000296673 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1992 |
| Financial Service (AFS) Licence |
Licence# 000504325 JP WEALTH SECURITIES PTY LTD |
| Adviser Start Date | 2018-05-04 |
| Appointing Representative Name | JP WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000439638 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Deakin University |
| CPA Program | CPA Australia |
| Certified Financial Planner | Financial Planning Association of Australia |
| Diploma of Financial Planning | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000504325 | JP WEALTH SECURITIES PTY LTD | 2018-05-04 - | JP WEALTH MANAGEMENT PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform |
2013-05-28 - 2018-05-01 | MAGNITUDE GROUP PTY LTD |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2005-12-12 - 2013-05-27 |
| Licence Name | JP WEALTH SECURITIES PTY LTD |
| Licence Number | 000504325 |
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| 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.