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

Statewide Superannuation Pty Ltd (#243171) Ceased Feb. 1, 2019 – April 29, 2022

Status: Ceased
Licence Holder: Statewide Superannuation Pty Ltd (#243171)
Commenced: Feb. 1, 2019
Ceased: April 29, 2022

Industry Fund Services Limited (#232514) Current from May 2, 2022

Status: Current
Licence Holder: Industry Fund Services Limited (#232514)
Commenced: May 2, 2022

Skills

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

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