Shane Perez Financial Planner Report

Name:
Shane Patrick Perez

Rep Number:
000236303

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2007-07-16 onwards

Location:
Eltham, , VIC, 0

ABN:
38 356 188 369

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products

Qualifications
Financial Services Training and Assessment
Diploma of Financial Services (Financial Planning)