BRETT ALLAN SHOEMARK


Licensee: CAPITAL ADVICE PARTNERS PTY LTD

BRETT ALLAN SHOEMARK (Adviser# 000314641) 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 January 4, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRETT ALLAN SHOEMARK
Adviser Number 000314641
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000487884
CAPITAL ADVICE PARTNERS PTY LTD
Adviser Start Date 2017-01-04
Appointing Representative Name CAPITAL ADVICE PARTNERS PTY LTD
Appointing Representative Number 000487884

Authorisations to provide financial product advice

  • BRETT ALLAN SHOEMARK
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting and Finance) Southern Cross University
Certificate IV in Finance and Mortgage Broking Australasian Academy of Mentoring and Coaching Training Group
Diploma of Financial Planning Kaplan Professional Education
Margin Lending and Geared Investments Kaplan Professional Education
Self Managed Superannuation Funds Mentor Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000487884 CAPITAL ADVICE PARTNERS PTY LTD 2017-01-04 - CAPITAL ADVICE PARTNERS PTY LTD
000221557 MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2012-11-21 - 2017-01-03 EZYCO PTY LTD
000246934 LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2011-01-04 - 2012-10-25
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2008-12-12 - 2011-01-04

Licensee Information

Licence Name CAPITAL ADVICE PARTNERS PTY LTD
Licence Number 000487884

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Dataset Information


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.