JUSTINE SHEPHARD

Licensee: ESI FINANCIAL SERVICES PTY LTD

JUSTINE SHEPHARD (Adviser# 000464280) 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 31, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name JUSTINE SHEPHARD
Adviser Number 000464280
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000224952
ESI FINANCIAL SERVICES PTY LTD
Licence ABN 93101428782
Licence Controlled By ELECTRICITY SUPPLY INDUSTRY SUPERANNUATION (QLD) LTD.
Adviser Start Date 2015-07-31
Appointing Representative Name ESI FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000224952
Appointing Representative ABN 93101428782
Memberships FINSIA
Financial Planning Association of Australia (FPA)
Further Restrictions Licensee maintains an Approved Product List and advisers restricted to operate within this

Authorisations to provide financial product advice

  • JUSTINE SHEPHARD
  • ·
  • 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
CFP

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000224952 ESI FINANCIAL SERVICES PTY LTD
Licence controlled by: ELECTRICITY SUPPLY INDUSTRY SUPERANNUATION (QLD) LTD.
Further restrictions: Licensee maintains an Approved Product List and advisers restricted to operate within this
2015-07-31 - ESI FINANCIAL SERVICES PTY LTD
000231138 FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Standard Margin Lending; SMSF.
2014-08-29 - 2015-05-18 FINANCIAL WISDOM LIMITED
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2010-03-20 - 2014-06-30

Licensee Information

Licence Name ESI FINANCIAL SERVICES PTY LTD
Licence Number 000224952
Licence ABN 93101428782

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL JOHN PAGEL Esi Financial Services Pty Ltd Current 2018-05-10
BENJAMIN WAISAVU Esi Financial Services Pty Ltd Current 2018-05-08
BEN MARSHALL Esi Financial Services Pty Ltd Current 2017-09-26
ADELE LOUISE FISK Esi Financial Services Pty Ltd Current 2017-08-30
PAUL HODGSON Esi Financial Services Pty Ltd Current 2017-06-06
JOSH GUPTA Esi Financial Services Pty Ltd Ceased 2016-10-14
LAURENCE ROY SMITH Esi Financial Services Pty Ltd Current 2016-10-12
VINCENT THOMAS MARTIN Esi Financial Services Pty Ltd Ceased 2016-10-10
ROXANNE TURNER Esi Financial Services Pty Ltd Current 2016-08-02
SHIONA HARGEN Esi Financial Services Pty Ltd Current 2016-06-21

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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.