Financial Adviser
· TAMWORTH, NSW
Fiona Shaw
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000323904
Fiona Shaw is a financial adviser based in Tamworth, New South Wales, with 14 years of experience in the financial services industry. Fiona is currently authorised under Matrix Planning Solutions Limited. Fiona 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Fiona 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
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
FPA Australia
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Intellitrain
2015
Specialist SMSF Course
University of Adelaide & Cavendish
2019
Accredited Aged Care Professional Program
Aged Care Steps
2019
Advanced Diploma of Financial Planning
Mentor Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
A.C.N. 133 593 012 PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register