Financial Adviser
· CRONULLA, NSW
Shaun Parton
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235908
Shaun Parton is a financial adviser based in Cronulla, New South Wales, with 11 years of experience in the financial services industry. Shaun is currently authorised under Walker Lane Pty Ltd. Shaun holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP from - FPA. Shaun is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce (Accounting & Finance)
University of New South Wales
2010
Bachelor of commerce
The University of NSW
2012
Diploma of Financial Planning
Kaplan
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2013
Advanced diploma of Finanical Planning
Kaplan
2017
CFP
- FPA
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Accredited Aged Care Professional Program
Aged Care Steps
Registration History
MDA servicesare restricted toLimitedAuthority toOperate services.One off licenseeapproval isrequired for allproducts whichare either not onthe approvedproduct list orDerivatives.
Source: ASIC Financial Advisers Register