SHANNON MAREE WILKES


Licensee: MCA FINANCIAL PLANNERS PTY. LTD.

SHANNON MAREE WILKES (Adviser# 000341347) 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 June 10, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHANNON MAREE WILKES
Adviser Number 000341347
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000223610
MCA FINANCIAL PLANNERS PTY. LTD.
Licence ABN 42101736305
Adviser Start Date 2015-06-10
Appointing Representative Name MCA FINANCIAL PLANNERS PTY. LTD.
Appointing Representative Number 000223610
Appointing Representative ABN 42101736305
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • SHANNON MAREE WILKES
  • ·
  • 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
ASX Accredited Listed Product Adviser Kaplan Professional Education
Diploma of Financial Services (Financial Planning) Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000223610 MCA FINANCIAL PLANNERS PTY. LTD. 2015-06-10 - MCA FINANCIAL PLANNERS PTY. LTD.
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
Further restrictions: Excluding Self Managed Superannuation Funds
2009-09-28 - 2015-06-09 SECURITOR FINANCIAL GROUP LTD

Licensee Information

Licence Name MCA FINANCIAL PLANNERS PTY. LTD.
Licence Number 000223610
Licence ABN 42101736305

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SAMUEL DAVID BALL Mca Financial Planners Pty. Ltd. Current 2017-09-18
JOSEPH ROZARIUS SILANAND MARTIS Mca Financial Planners Pty. Ltd. Current 2017-05-10
VIRINDAR ANDREW JOSEPH MARTIS Mca Financial Planners Pty. Ltd. Current 2017-05-10
SCOTT JAMES THORNTON Mca Financial Planners Pty. Ltd. Current 2017-03-24
ADAM BRUCE SELLARS Mca Financial Planners Pty. Ltd. Current 2017-03-10
JAMES POLWART-MATICH Mca Financial Planners Pty. Ltd. Current 2016-07-15
LISA MCGREGOR Mca Financial Planners Pty. Ltd. Ceased 2016-02-01
DENIS EDWARD MULCAHY Mca Financial Planners Pty. Ltd. Ceased 2015-11-20
BRIAN MUHLEISEN Mca Financial Planners Pty. Ltd. Current 2015-07-01
GERARD MICHAEL WILKES Mca Financial Planners Pty. Ltd. Current 2015-06-10

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.