Financial Adviser
· THE JUNCTION, NSW
Shantel Evans
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268262
Shantel Evans is a financial adviser based in The Junction, New South Wales, with 8 years of experience in the financial services industry. Shantel is currently authorised under Ri Advice Group Pty Ltd. Shantel 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. Shantel 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Accredited Aged Care Professional
Aged Care Steps
2021
Master of Financial Planning
Kaplan Higher Education Pty Limited
2024
Accredited Listed Product Adviser Program
Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register