Financial Adviser
· MAROOCHYDORE, QLD
Shannon Luan Telley
No disciplinary history on record with ASIC
MAROOCHYDORE,
QLD
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000426521
Licensee
Maroochydore, QLD (licence address on ASIC register)
About Shannon Luan Telley
Shannon Luan Telley is a financial adviser based in Maroochydore, Queensland, with 14 years of experience in the financial services industry since 2012. Shannon is currently authorised under Infocus Securities Australia. Shannon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shannon's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities excludes direct equities advice
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Mentor Education
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2024
SMSF Regulations and Taxation
Kaplan Professional
2026
Margin Lending Specialist
Kaplan Professional
Registration History
Securities excludes direct equities advice
Direct Equities excludes direct equities advice and SMSF excludes SMSF
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register