Timothy Shapter Financial Planner Report

Name:
Timothy John Shapter

Rep Number:
000242511

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2015-10-26 onwards

Location:
Brendale, , QLD, 0

Licensee
Name:

Number:
000344762

ABN:
45 141 149 304

Appointed By
Name:
Sentinel Private Wealth Pty Ltd

Licence Number:
000344762

ABN:
45 141 149 304

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Mentor
Advanced Diploma of Financial Services (Financial Planning)
Intellitrain
Cert IV Finance and Mortgage Broking
Tribeca
Diploma of Financial Services (Financial Planning)
Tribeca
SMSF Specialist