SHAUN ROBERT ALBERT


Licensee: PRINCIPAL PARTNERS (VIC) PTY LTD

SHAUN ROBERT ALBERT (Adviser# 001266446) 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 July 30, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHAUN ROBERT ALBERT
Adviser Number 001266446
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000426722
PRINCIPAL PARTNERS (VIC) PTY LTD
Licence ABN 28154767423
Adviser Start Date 2018-07-30
Appointing Representative Name PRINCIPAL PARTNERS (VIC) PTY LTD
Appointing Representative Number 000426722
Appointing Representative ABN 28154767423
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SHAUN ROBERT ALBERT
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
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  • Managed Investment Schemes Including IDPS
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  • Retirement Savings Account
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  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploam of Financial Planning Investment Banking Institute
Diploma of Financial Planning Investment Banking Institute
Garduate Diploma of Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000426722 PRINCIPAL PARTNERS (VIC) PTY LTD 2018-07-30 - PRINCIPAL PARTNERS (VIC) PTY LTD
000225738 BOSTON REED PTY LTD 2016-03-22 - 2018-05-25 SHAUN ALBERT

Licensee Information

Licence Name PRINCIPAL PARTNERS (VIC) PTY LTD
Licence Number 000426722
Licence ABN 28154767423

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER WALLS Principal Partners (vic) Pty Ltd Ceased 2016-07-18
CALLEN JAY ROGERSON Principal Partners (vic) Pty Ltd Ceased 2013-07-08
JOHN BRADY Principal Partners (vic) Pty Ltd Current 2013-05-01
BRAD DAVID AKKERMAN Principal Partners (vic) Pty Ltd Current 2013-05-01
MATTHEW MORLEY Principal Partners (vic) Pty Ltd Ceased 2013-05-01
DARIO GAMBA Principal Partners (vic) Pty Ltd Ceased 2013-01-18

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER WALLS Principal Partners (vic) Pty Ltd Ceased 2016-07-18
CALLEN JAY ROGERSON Principal Partners (vic) Pty Ltd Ceased 2013-07-08
JOHN BRADY Principal Partners (vic) Pty Ltd Current 2013-05-01
BRAD DAVID AKKERMAN Principal Partners (vic) Pty Ltd Current 2013-05-01
MATTHEW MORLEY Principal Partners (vic) Pty Ltd Ceased 2013-05-01
DARIO GAMBA Principal Partners (vic) Pty Ltd Ceased 2013-01-18

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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.