Financial Adviser
· MILTON, QLD
Shannon Lawrence Freney
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000462001
Shannon Lawrence Freney is a financial adviser based in Milton, Queensland, with 12 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 (Mangement and Entrepreneurship/Marketing) from James Cook University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Business (Mangement and Entrepreneurship/Marketing)
James Cook University
2016
Accredited Listed Product Adviser Program
Kaplan Professional
2016
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2016
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2023
Specialist SMSF Course
SuperConcepts & University of Adelaide
2023
Tax for Financial Advising Course (TFAv1)
Kaplan Professional
2025
Graduate Diploma in Financial Planning
Victoria University
Registration History
AAN WEALTH MANAGEMENT PTY LTD
SMART SOLUTIONS GROUP (AUST) PTY LTD
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register