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  3. Shellie Mcphee

Shellie Mcphee

Name
Shellie Mcphee
ID
1241061
ABN
–
First Provided Advice
2016
Restrictions
Scope of Authority: Comprehensive(a) provide financial product advice for the following classes of financial products:(i) deposit and payment products limited to:(A) basic deposit products;(B) deposit products other than basic deposit products;(ii) debentures, stocks or bonds issued or proposed to be issued by a Government;(iii) life products including:(A) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(B) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(iv) interests in managed investment schemes including, but not limited to:(A) investor directed portfolio services (IDPS); and(B) managed investment schemes that are IDPS-like schemes;(v) securities;(vi) standard margin lending facility; and(vii) superannuation, excluding Self Managed Superannuation Funds (SMSFs);(b) deal in a financial product by: Industry Fund Services Limited, 2016(i) applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:(A) deposit and payment products limited to:(1) basic deposit products;(B) life products including:(1) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(2) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(C) interests in managed investment schemes including, but not limited to:(1) investor directed portfolio services (IDPS); and(2) managed investment schemes that are IDPS-like schemes;(D) securities;(E) standard margin lending facility; and(F) superannuation, excluding Self Managed Superannuation Funds (SMSFs);to retail or wholesale clients

Qualifications

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

  • 2016 - Diploma Financial Planning - Diploma (AQF 5) - Mentor Education
  • 2017 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan
  • 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

Memberships

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

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Statewide Superannuation Pty Ltd (#243171)
Commenced
Feb. 1, 2019
Ceased
April 29, 2022
Status
Current
Licence Holder
Industry Fund Services Limited (#232514)
Commenced
May 2, 2022

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
Industry Fund Services Limited (#232514)
Commenced
April 15, 2016
Ceased
Jan. 31, 2019