Financial Adviser · VARSITY LAKES, QLD

Shannon Dearsly

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001252480

Shannon Dearsly is a financial adviser based in Varsity Lakes, Queensland, with 9 years of experience in the financial services industry. Shannon is currently authorised under Loyalty Financial Services Pty Ltd. Shannon holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Shannon is a member of Tax Practitioners Board.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
AAMC Training Group
2018
DFP5v4 Tax for Financial Advising
Kaplan Professional
2018
TASACLv2 Commercial Law
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Feb 2024 - Present Current
APT STRATEGY PTY LTD
Dec 2023 - Feb 2024 Ceased
APT STRATEGY PTY LTD
Jun 2021 - Feb 2024 Ceased
Aug 2018 - Jun 2021 Ceased
AUSTPLAN PTY LTD
Mar 2017 - Aug 2018 Ceased

Source: ASIC Financial Advisers Register