Financial Adviser · BALWYN NORTH, VIC

Shane Patrick Perez

BALWYN NORTH, VIC

37 Years experience

Tax advice
authorised

ASIC Registered · ADV 000236303

Currently at

Millennium 3 Financial Services

Sydney, NSW (firm address)

View firm profile

About Shane Patrick Perez

Shane Patrick Perez is a financial adviser based in Balwyn North, Victoria, with 37 years of experience in the financial services industry since 1989. Shane is currently authorised under Millennium 3 Financial Services. Shane holds authorisations to advise on life insurance, life insurance investments, managed investments and deposit products, as well as tax financial advice services (TFAS). Shane holds a Diploma of Financial Services (Financial Planning) from Financial Services Training and Assessment.

Authorised to Advise On

Tax Financial Advice Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Managed Investments: within Investment Life Insurance Products only - IDPS excluded

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Financial Services Training and Assessment

Registration History

Millennium 3 Financial Services Pty Ltd

Jul 2007 - Present Current

Managed Investments: within Investment Life Insurance Products only - IDPS excluded

Source: ASIC Financial Advisers Register