Financial Adviser
· DEEPDENE, VIC
Bernadette Shiels
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250807
Bernadette Shiels is a financial adviser based in Deepdene, Victoria, with 11 years of experience in the financial services industry. Bernadette is currently authorised under Rkbj Private Wealth Pty Ltd. Bernadette 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 Certified Financial Planner from FPA. Bernadette is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Advanced Diploma of Financial Planning
Deakin University
2015
Diploma of Financial Planning
Integrity Education Group
2015
Margin Lending Adviser (Personal Advice)
Mentor Education
2015
Self Managed Superannuation Funds
Mentor Education
2020
Certified Financial Planner
FPA
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
Source: ASIC Financial Advisers Register