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Financial Advisers: SHANE PATRICK PEREZ Information

This is the detailed information about SHANE PATRICK PEREZ, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000236303, the year the Financial Adviser first provided advice is 1989 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:14.

Financial Adviser Number: 000236303
Financial Adviser Name: SHANE PATRICK PEREZ
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1989
Adviser Town: ELTHAM
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
    Licence Number: 000244252
    Licence ABN: 61094529987
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD ~ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED [Date Ceased: 2018-10-05]
    The date the Financial Adviser commenced the appointment: 2007-07-16
    Authorised Representative Name: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000244252
    Rep Appointed ABN: 61094529987
    Fin Deposit and Payment Products/Non-basic Deposit Products: 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 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: Diploma of Financial Services (Financial Planning) - Financial Services Training and Assessment
    Provides details on areas the Financial Adviser is restricted from giving advice on: Managed Investments: within Investment Life Insurance Products only - IDPS excluded

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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.