Financial Adviser
· BENDIGO, VIC
Shaun David Fletcher
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001756
Shaun David Fletcher is a financial adviser based in Bendigo, Victoria, with 23 years of experience in the financial services industry. Shaun is currently authorised under Professional Investment Solutions Pty. Ltd.. 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 Advanced Diploma of Financial Services (Financial Planning) from Pinnacle.
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
2011
Margin Lending and Geared Investments
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle
2012
Diploma of Financial Services (Financial Planning)
Pinnacle
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Commercial Law
Kaplan Education
2025
tax for financial advising
Kaplan Education