Milton Shaw Financial Planner Report

Name:
Milton Shaw

Rep Number:
000234913

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-07-17 onwards

Location:
Wayville, , SA, 0

ABN:
59 097 662 988

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Institute of Technology of SA
Bachelor of Arts in Accounting
CPA Australia
CPA Intensive Course in Financial Planning
Integratec
IPS146

Memberships
CPA Australia (CPA)
NTAA
Society of Trust & Estate Practitioners
The Tax Institute