Data sourced from ASIC Financial Advisers Register
Financial Adviser · MILTON, QLD

Shaun Marcel Akroyd

13 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000447263

Shaun Marcel Akroyd is a financial adviser based in Milton, Queensland, with 13 years of experience in the financial services industry. Shaun is currently authorised under Akumin Financial Planning Pty Limited. Shaun 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2017
Commercial Law
Kaplan Higher Education Pty Limited
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Oct 2013 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Feb 2013 - Feb 2013 Ceased
Authorised to provide personal financial product advice to retail clients on MDA services. MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Oct 2012 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register