Henry Benjamin Wilshire
Financial Adviser in East Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239517
- Location
- East Toowoomba QLD 4350
- Licensee
- Lion and Shield Financial Planning Pty Ltd (AFSL 513220)
- Authorised since
- 1 July 2019
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services, Kaplan (2003); Advanced Diploma of Financial Services, Kaplan (2012)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Henry Benjamin Wilshire
On the Financial Advisers Register kept by ASIC, Henry Benjamin Wilshire appears as a current financial adviser in East Toowoomba, Queensland, adviser number 000239517.
Advice is given under the Australian financial services licence of Lion and Shield Financial Planning Pty Ltd, licence number 513220. The current authorisation started on 1 July 2019.
The register records 2003 as the year Henry first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Kaplan, 2003) and Advanced Diploma of Financial Services (Kaplan, 2012). Henry is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Henry Benjamin Wilshire a registered financial adviser?
Yes. Henry Benjamin Wilshire is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239517.
Which licensee does Henry Benjamin Wilshire work under?
Lion and Shield Financial Planning Pty Ltd, Australian financial services licence 513220.
What can Henry Benjamin Wilshire give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.