SHANNAN JOHN STEVENS


Licensee: SYNCHRONISED BUSINESS SERVICES PTY LTD

SHANNAN JOHN STEVENS (Adviser# 000433735) 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 October 19, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHANNAN JOHN STEVENS
Adviser Number 000433735
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000243313
SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence ABN 33007207650
Adviser Start Date 2016-10-19
Appointing Representative Name SYNCHRONISED BUSINESS SERVICES PTY LTD
Appointing Representative Number 000243313
Appointing Representative ABN 33007207650

Authorisations to provide financial product advice

  • SHANNAN JOHN STEVENS
  • ·
  • 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
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services Tribeca
Estate Planning Tribeca
Superannuation & Retirement Planning Tribeca
Taxation Planning Tribeca

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000243313 SYNCHRONISED BUSINESS SERVICES PTY LTD 2016-10-19 - SYNCHRONISED BUSINESS SERVICES PTY LTD
000421904 STEADFAST LIFE PTY LTD 2014-07-08 - 2016-10-16 STEADFAST LIFE PTY LTD
000331367 CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence controlled by: CLEARVIEW WEALTH LIMITED
2013-03-01 - 2014-07-05 GBA FINANCIAL SERVICES PTY LTD
000230689 APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2012-11-01 - 2013-02-28
000232468 COLONIAL FIRST STATE INVESTMENTS LIMITED 2011-08-01 - 2012-10-31
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2009-12-01 - 2011-07-31

Licensee Information

Licence Name SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence Number 000243313
Licence ABN 33007207650

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NICHOLAS JAMES GRIFFITHS Synchronised Business Services Pty Ltd Current 2018-08-30
MARIA GANCI Synchronised Business Services Pty Ltd Current 2018-08-27
TERRY CHRISTOPHER JOHNSON Synchronised Business Services Pty Ltd Current 2018-08-24
ANDREW JAMES WILLARD Synchronised Business Services Pty Ltd Current 2018-08-23
JOSHUA HUMMERSTON Synchronised Business Services Pty Ltd Current 2018-08-23
ADAM CRAIG BOLTON Synchronised Business Services Pty Ltd Current 2018-08-20
DAVID LEWIS DENHAM KERR Synchronised Business Services Pty Ltd Current 2018-08-14
SCOTT JAMES TAYLOR Synchronised Business Services Pty Ltd Current 2018-08-07
RITESH PRASAD Synchronised Business Services Pty Ltd Current 2018-08-03
PAUL GORDON FOYE Synchronised Business Services Pty Ltd Current 2018-08-01

Competitor

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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.