Financial Adviser
· MORNINGTON, VIC
Shannon Smit
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240209
Shannon Smit is a financial adviser based in Mornington, Victoria, with 10 years of experience in the financial services industry. Shannon is currently authorised under Count Financial Limited. Shannon 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 Bachelor of Business (Accounting) from Monash University. Shannon is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
1995
Bachelor of Business (Accounting)
Monash University
1997
Chartered Accountant (CA)
Chartered Accountants Australia and New Zealand (CA ANZ)
2016
Diploma of Financial Planning
Integrity Education Group
2016
Self-Managed Super Funds (SMSF) and Margin Lending (ML)
Integrity Education Group
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
SMSF ADVICE PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register