Shane Barclay Financial Planner Report

Name:
Shane Barclay

Rep Number:
000239333

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2016-02-05 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Insight Wealth Planning Pty Ltd

Licence Number:
000324684

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The University of Adelaide
Cavendish & ICFS Specialist SMSF Course
Integratec Training
Certificate of Completion in Equities
Financial Planning Association of Australia Limited
Certified Financial Planner
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)