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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

Memberships

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

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