Financial Adviser
· BRISBANE CITY, QLD
Heath Francis Shonhan
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273343
Heath Francis Shonhan is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry. Heath is currently authorised under Bentleys (QLD) Advisory Pty Ltd. Heath 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 from Queensland University of Technology. Heath is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
1996
Bachelor of Business
Queensland University of Technology
1999
Chartered Accountant Program
Chartered Accountants Australia and New Zealand
2016
Diploma of Financial Planning
Terra Cordis Pty Ltd
2016
Specialist SMSF Course
Now Infinity
2021
AYQ457 Financial Planning Principles and Regulation
Regulation & Legal Obligations - Queensland University of Technology
2021
AYQ458 Ethics and Professional Relationships
Ethics - Queensland University of Technology