Financial Adviser
· SYDNEY, NSW
Edward Shilland
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000446919
Edward Shilland is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Edward is currently authorised under Private Wealth Partners Group Pty Limited. Edward 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 from Financial Planning Association of Australia. Edward 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce
Macquarie University
2012
FN111
Other - Kaplan
2012
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Self-Managed Superannuation Funds
Kaplan
2018
Certified Financial Planner
Financial Planning Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Not authorised to provide Margin Lending advice. Restricted to Gearing/Home equity loans only advice.
Includes SMSF and excludes Margin Lending and Credit (as it applies to Financial Services)
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register