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- Financial Advisers Australia (FAA)
- Sheila Weisshardt
Sheila Weisshardt
- Name
- Sheila Weisshardt
- ID
- 239989
- ABN
- 78096774628
- First Provided Advice
- 2003
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2003 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan
- 2003 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan
- 2006 - Self-Managed Superannuation Funds - Certificate (AQF 1-4) - Tribeca
- 2010 - Margin Lending & Geared Investments - Certificate (AQF 1-4) - Kaplan
- 2016 - Professional Certificate in Self-Managed Superannuation Funds - Graduate Certificate (AQF 8) - The University of Adelaide
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- SMSF Association
Licencee
- Status
- Ceased
- Licence Holder
- Boston Reed Pty Ltd (#225738)
- Commenced
- Sept. 16, 2024
- Ceased
- Oct. 21, 2024
- Status
- Current
- Licence Holder
- Finchley & Kent Pty ltd (#555169)
- Commenced
- Oct. 25, 2024
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
- Aps Melb Pty Ltd (#225982)
- Commenced
- July 16, 2015
- Ceased
- Oct. 30, 2015
- Status
- Ceased
- Licence Holder
- Avalonfs Pty Ltd (#437518)
- Commenced
- March 26, 2014
- Ceased
- June 30, 2014
- Status
- Ceased
- Licence Holder
- Bluewater Financial Advisors Pty Ltd (#411846)
- Commenced
- Oct. 14, 2016
- Ceased
- Nov. 24, 2017
- Status
- Ceased
- Licence Holder
- Financial Services Partners Pty Limited (#237590)
- Commenced
- June 14, 2011
- Ceased
- May 2, 2012
- Status
- Ceased
- Licence Holder
- Integrity Financial Planners Pty. Ltd. (#225051)
- Commenced
- Oct. 31, 2015
- Ceased
- Oct. 5, 2016
- Status
- Ceased
- Licence Holder
- Now Financial Group Pty Limited (#411227)
- Commenced
- May 2, 2012
- Ceased
- Oct. 21, 2013