Financial Adviser · BERSERKER, QLD

Shannon Medlin

18 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001004126

Shannon Medlin is a financial adviser based in Berserker, Queensland, with 18 years of experience in the financial services industry. Shannon is currently authorised under Alliance Wealth Pty Ltd. Shannon 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 Business (Accounting) from Central Queensland University.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on self managed superannuation funds

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Business (Accounting)

Central Queensland University

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Margin Lending & Geared Investments

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

Nov 2019 - Present Current

Not authorised to provide advice on self managed superannuation funds

Commonwealth Financial Planning Limited

Aug 2016 - Nov 2019 Ceased

Commonwealth Financial Planning Limited

Jul 2009 - Jul 2016 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register