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Financial Advisers: GARY DONALD SHANNON Information

This is the detailed information about GARY DONALD SHANNON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000261454, 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 16:55:30.

Financial Adviser Number: 000261454
Financial Adviser Name: GARY DONALD SHANNON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1989
Adviser Town: Chandler
Adviser State: QLD
Adviser Postcode: 4155
Adviser Country: Australia
Adviser Town: CHANDLER
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
    Licence Number: 000229892
    Licence ABN: 23065921735
    The company(ies) or people who control the licensee's business: Castleguard Trust
    The date the Financial Adviser commenced the appointment: 2020-02-18
    Authorised Representative Name: LIFESPAN FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000229892
    Rep Appointed ABN: 23065921735
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Deposit & Payment Products – Non-Cash 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 Managed Investment Schemes/MDA Services: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 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) - Tribeca ~ Margin Lending & Geared Investments - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    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: 2007-05-11
    The date the Financial Adviser ceased the appointment: 2020-02-17
    Authorised Representative Name: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000244252
    Rep Appointed ABN: 61094529987
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending & Geared Investments - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.



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.