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Financial Advisers: SHANE LESLEY TIBBS Information

This is the detailed information about SHANE LESLEY TIBBS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000235175, the year the Financial Adviser first provided advice is 1987 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:13.

Financial Adviser Number: 000235175
Financial Adviser Name: SHANE LESLEY TIBBS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1987
Adviser Town: Cairns
Adviser Country: Australia
Adviser Town: Cairns
Adviser State: QLD
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: SUNCORP FINANCIAL SERVICES PTY LTD
    Licence Number: 000229885
    Licence ABN: 50010844621
    The company(ies) or people who control the licensee's business: SUNCORP GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2003-09-01
    The date the Financial Adviser ceased the appointment: 2016-05-31
    Authorised Representative Name: SUNCORP FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000229885
    Rep Appointed ABN: 50010844621
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association & Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Financial Planning Association of Australia (FPA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: AUSURE PTY LTD
    Licence Number: 000238433
    Licence ABN: 94096971854
    The date the Financial Adviser commenced the appointment: 2016-06-01
    The date the Financial Adviser ceased the appointment: 2020-03-19
    Authorised Representative Name: AUSURE PTY LTD
    Authorised Representative Number: 000238433
    Rep Appointed ABN: 94096971854
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association & Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Deposit and payment products limited to:-Basic Deposit Products;-Deposit Products other than basic Deposit ProductsLife Products including;a)Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b)Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;Interest in Managed Investment Schemes including investor directed portfolio services;Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997);Superannuation and retirement products
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: INSIGHT INVESTMENT SERVICES PTY LTD
    Licence Number: 000309996
    Licence ABN: 22122230835
    The company(ies) or people who control the licensee's business: HIGHFIELD GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2020-03-20
    Authorised Representative Name: INSIGHT INVESTMENT SERVICES PTY LTD
    Authorised Representative Number: 000309996
    Rep Appointed ABN: 22122230835
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association & Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Financial Planning Association of Australia (FPA)



Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.