Shane Patrick Perez
Financial Adviser in Balwyn North, Victoria, Australia
Review Shane Patrick Perez
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000236303
- Location
- Balwyn North VIC 3104
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 16 July 2007
- First provided advice
- 1989
- Qualifications
- Diploma of Financial Services (Financial Planning), Financial Services Training and Assessment (2006)
- Advice areas
- managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Managed Investments: within Investment Life Insurance Products only - IDPS excluded
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane Patrick Perez
On the Financial Advisers Register kept by ASIC, Shane Patrick Perez appears as a current financial adviser in Balwyn North, Victoria, adviser number 000236303.
Shane provides advice as an authorised representative of Millennium 3 Financial Services Pty Ltd, which holds Australian financial services licence 244252. The current authorisation started on 16 July 2007.
According to the register, Shane first provided financial advice in 1989. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Financial Services Training and Assessment, 2006).
Shane is authorised to advise on managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Managed Investments: within Investment Life Insurance Products only – IDPS excluded.”
Reviews
Nobody has reviewed Shane Patrick Perez here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Shane Patrick Perez a registered financial adviser?
Yes. Shane Patrick Perez is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236303.
Which licensee does Shane Patrick Perez work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Shane Patrick Perez give advice on?
The register lists these advice areas: managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Managed Investments: within Investment Life Insurance Products only - IDPS excluded."