Shane Holmes Financial Planner Report

Name:
Shane William Holmes

Rep Number:
000244917

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2014-07-26 onwards

Location:
Glenelg, , SA, 0

Licensee
Name:

Number:
000452448

ABN:
43 167 326 972

Appointed By
Name:
Sheridans Financial Services Pty Ltd

Licence Number:
000452448

ABN:
43 167 326 972

May advise on following product areas:
Non-basic Deposit Products
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
Kaplan Professional Education
ASX Accredited Listed Products Adviser (ALPA) program
Kaplan Professional Education
Advanced Self Managed Super Funds program
Financial Planning Association of Australia
Foundation Dipiloma of Financial Planning
Kaplan Professional Education
Margin Lending and Geared Investments
Tribeca
Self Managed Super Funds

Memberships
Financial Planning Association of Australia (FPA)
Tax Practitioners