SHELDON STEELES


Licensee: LIONSGATE FINANCIAL GROUP PTY. LTD.

SHELDON STEELES (Adviser# 001003211) 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 8, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHELDON STEELES
Adviser Number 001003211
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000342766
LIONSGATE FINANCIAL GROUP PTY. LTD.
Licence ABN 92140591484
Adviser Start Date 2018-01-08
Appointing Representative Name LIONSGATE FINANCIAL GROUP PTY. LTD.
Appointing Representative Number 000342766
Appointing Representative ABN 92140591484
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SHELDON STEELES
  • ·
  • 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
Advanced Diploma of Financial Planning International Institute of Technology
Diploma of Financial Planning International Institute of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000342766 LIONSGATE FINANCIAL GROUP PTY. LTD. 2018-01-08 - LIONSGATE FINANCIAL GROUP PTY. LTD.
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2014-06-30 - 2017-12-15 WESTPAC BANKING CORPORATION

Licensee Information

Licence Name LIONSGATE FINANCIAL GROUP PTY. LTD.
Licence Number 000342766
Licence ABN 92140591484

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARTIN ENGLISH Lionsgate Financial Group Pty. Ltd. Current 2018-08-01
ROBERT ZOBOUIAN Lionsgate Financial Group Pty. Ltd. Current 2018-06-02
JOHN CHARLES BURBERY Lionsgate Financial Group Pty. Ltd. Current 2017-10-30
TERRELL HYMAN Lionsgate Financial Group Pty. Ltd. Current 2017-10-09
JOHN ANDREW MCKAY Lionsgate Financial Group Pty. Ltd. Current 2017-01-09
ALLAN TAYLOR Lionsgate Financial Group Pty. Ltd. Current 2016-06-27
GISELLE MORRIS Lionsgate Financial Group Pty. Ltd. Ceased 2016-04-01
MALCOLM CLIVE JESKIE Lionsgate Financial Group Pty. Ltd. Current 2015-03-25
SALIM BASHIR Lionsgate Financial Group Pty. Ltd. Current 2015-01-21
BENJAMIN ADRIAN TRIM Lionsgate Financial Group Pty. Ltd. Current 2014-11-28

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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.