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Shannan John Stevens

Name
Shannan John Stevens
ID
433735
ABN
–
First Provided Advice
2004

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2004 - Diploma financial planning - Diploma (AQF 5) - Tribeca Learning
  • 2021 - Fasea Financial adviser exam - Other - Tribeca Learning

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
July 7, 2022
Ceased
Sept. 1, 2022
Status
Ceased
Licence Holder
BR Advice Pty Ltd (#488655)
Commenced
Sept. 26, 2022
Ceased
July 13, 2023
Status
Ceased
Licence Holder
Prp Financial Services Pty Ltd (#521389)
Commenced
Sept. 28, 2023
Ceased
Jan. 16, 2026
Status
Ceased
Licence Holder
Vivid Financial Planning Pty Ltd (#478937)
Commenced
Nov. 29, 2018
Ceased
March 29, 2022
Status
Current
Licence Holder
Choice Financial Advisors Pty ltd (#324987)
Commenced
April 13, 2026

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
A.c.n. 133 593 012 Pty Ltd (#331367)
Commenced
March 1, 2013
Ceased
July 5, 2014
Status
Ceased
Licence Holder
Apogee Financial Planning Pty Ltd (#230689)
Commenced
Nov. 1, 2012
Ceased
Feb. 28, 2013
Status
Ceased
Licence Holder
Colonial First State Investments Limited (#232468)
Commenced
Aug. 1, 2011
Ceased
Oct. 31, 2012
Status
Ceased
Licence Holder
Steadfast Life Pty Ltd (#421904)
Commenced
July 8, 2014
Ceased
Oct. 16, 2016
Status
Ceased
Licence Holder
Synchron Advice Pty Ltd (#243313)
Commenced
Oct. 19, 2016
Ceased
Nov. 29, 2018
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Dec. 1, 2009
Ceased
July 31, 2011