Financial Adviser · IVANHOE, VIC

Shannah French

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001256951

Shannah French is a financial adviser based in Ivanhoe, Victoria, with 9 years of experience in the financial services industry. Shannah is currently authorised under Asvw Financial Services Pty Ltd. Shannah 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 Master of Financial Planning from Deakin University. Shannah 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

Restrictions: Authority excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor of Commerce (Commercial Law)
Swinburne University of TechNology
2019
Master of Financial Planning
Deakin University
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aug 2024 - Present Current
Authority excludes SMSF
Jun 2021 - Jul 2024 Ceased
MERITUM FINANCIAL GROUP PTY LTD
Jul 2017 - May 2021 Ceased

Source: ASIC Financial Advisers Register