PAUL STUART SHANNON FORBES


Licensee: AUSTRALIAN ADVICE NETWORK PTY LTD

PAUL STUART SHANNON FORBES (Adviser# 000402948) 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 December 18, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL STUART SHANNON FORBES
Adviser Number 000402948
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1987
Financial Service (AFS) Licence Licence# 000472901
AUSTRALIAN ADVICE NETWORK PTY LTD
Licence ABN 13602917297
Adviser Start Date 2017-12-18
Appointing Representative Name ROBINA FINANCIAL SOLUTIONS PTY LTD
Appointing Representative Number 000402849
Appointing Representative ABN 92105286888
Memberships Association of Financial Advisers (AFA)
Further Restrictions Not authorised to provide advice on Self Managed Superannuation Funds

Authorisations to provide financial product advice

  • PAUL STUART SHANNON FORBES
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Capricornia Institute of Advanced Education
Diploma of Financial Planning FPA
Graduate Diploma of Economics Griffith University
Margin Lending Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000472901 AUSTRALIAN ADVICE NETWORK PTY LTD
Further restrictions: Not authorised to provide advice on Self Managed Superannuation Funds
2017-12-18 - ROBINA FINANCIAL SOLUTIONS PTY LTD
000472901 AUSTRALIAN ADVICE NETWORK PTY LTD 2015-05-01 - 2017-12-14 AUSTRALIAN ADVICE NETWORK PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
Further restrictions: restricted from giving advice in Self Managed Superannuation Funds
2011-04-07 - 2015-06-04 ROBINA FINANCIAL SOLUTIONS PTY LTD

Licensee Information

Licence Name AUSTRALIAN ADVICE NETWORK PTY LTD
Licence Number 000472901
Licence ABN 13602917297

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
TROY ANTHONY THEOBALD Australian Advice Network Pty Ltd Current 2017-12-15
MARC BRANDON VENTER Australian Advice Network Pty Ltd Current 2017-12-15
BRADLEY JASON WALL Australian Advice Network Pty Ltd Current 2017-12-15
NATALIE DAWN GOODALL Australian Advice Network Pty Ltd Current 2017-12-15
DARKO ZIGIC Australian Advice Network Pty Ltd Current 2017-12-15
HUGH STAFFORD ROBERTSON Australian Advice Network Pty Ltd Current 2017-12-15
DAVID JON BARNETT Australian Advice Network Pty Ltd Current 2017-12-15
JENNA WHEELER Australian Advice Network Pty Ltd Current 2017-12-13
COURTNEAY SMITH Australian Advice Network Pty Ltd Current 2017-12-13
EGBERT ALBERTUS ALEXANDER JACOB CALKHOVEN Australian Advice Network Pty Ltd Current 2017-08-01

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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.