SHANE WILLIAM HOLMES (Adviser# 000244917) 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 26, 2014.
| Register Name | Financial Advisers |
| Adviser Name | SHANE WILLIAM HOLMES |
| Adviser Number | 000244917 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1990 |
| Financial Service (AFS) Licence |
Licence# 000452448 SHERIDANS FINANCIAL SERVICES PTY LTD |
| Licence ABN | 43167326972 |
| Adviser Start Date | 2014-07-26 |
| Appointing Representative Name | SHERIDANS FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000452448 |
| Appointing Representative ABN | 43167326972 |
| Memberships |
Financial Planning Association of Australia (FPA) Tax Practitioners |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Listed Products Adviser (ALPA) program | Kaplan Professional Education |
| Advanced Self Managed Super Funds program | Kaplan Professional Education |
| Foundation Dipiloma of Financial Planning | Financial Planning Association of Australia |
| Margin Lending and Geared Investments | Kaplan Professional Education |
| Self Managed Super Funds | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000452448 | SHERIDANS FINANCIAL SERVICES PTY LTD | 2014-07-26 - | SHERIDANS FINANCIAL SERVICES PTY LTD |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2004-02-01 - 2014-07-25 | SHANE WILLIAM HOLMES |
| Licence Name | SHERIDANS FINANCIAL SERVICES PTY LTD |
| Licence Number | 000452448 |
| Licence ABN | 43167326972 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KAREN MARIE BLACK | Sheridans Financial Services Pty Ltd | Current | 2016-11-01 |
| JOHN MENELAOU | Sheridans Financial Services Pty Ltd | Current | 2014-07-26 |
| COLIN DAVID TUTTY | Sheridans Financial Services Pty Ltd | Current | 2014-07-26 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KAREN MARIE BLACK | Sheridans Financial Services Pty Ltd | Current | 2016-11-01 |
| JOHN MENELAOU | Sheridans Financial Services Pty Ltd | Current | 2014-07-26 |
| COLIN DAVID TUTTY | Sheridans Financial Services Pty Ltd | Current | 2014-07-26 |
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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.