Financial Adviser · KIRRAWEE, NSW

Sean Atkins

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000312603

Sean Atkins is a financial adviser based in Kirrawee, New South Wales, with 21 years of experience in the financial services industry. Sean is currently authorised under Clarity Adviser Services Pty Ltd. Sean 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). Sean 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

2005
Bachelor of Commerce (Applied Financial Planning)
University of Wollongong
2010
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2012
RG146 Margin Lending
MLC ThreeSixty

Registration History

Jan 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Apr 2007 - Jan 2021 Ceased

Source: ASIC Financial Advisers Register