Shannon Wilkes Financial Planner Report

Name:
Shannon Maree Wilkes

Rep Number:
000341347

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2015-06-10 onwards

Location:
Southport, South Eastern, QLD, 4215

Licensee
Name:

Number:
000223610

ABN:
42 101 736 305

Appointed By
Name:
Mca Financial Planners Pty. Ltd.

Licence Number:
000223610

ABN:
42 101 736 305

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 Product Adviser
Kaplan Professional Education
Diploma of Financial Services (Financial Planning)

Memberships
Chartered Accountants Australia and New Zealand (CA)