Data sourced from ASIC Financial Advisers Register
Financial Adviser · HAMILTON, NSW

Shayley Louise Suwald

8 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001268593

Shayley Louise Suwald is a financial adviser based in Hamilton, New South Wales, with 8 years of experience in the financial services industry. Shayley is currently authorised under Akumin Financial Planning Pty Limited. Shayley 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 Bachelor of Commerce from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2016
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2018
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2021
FPE016 Self Managed Super Funds
Kaplan Higher Education Pty Limited
2024
Bachelor of Commerce
Deakin University

Registration History

Akumin Financial Planning Pty Limited
Oct 2018 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register