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  3. Shannan John Stevens

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

Memberships

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

Licencee

Status
Ceased
Licence Holder
Amp 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
Vivid Financial Planning Pty Ltd (#478937)
Commenced
Nov. 29, 2018
Ceased
March 29, 2022
Status
Current
Licence Holder
Prp Financial Services Pty ltd (#521389)
Commenced
Sept. 28, 2023

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