Data sourced from ASIC Financial Advisers Register
Financial Adviser · NEWTOWN, VIC

Shaun Mcwilliam

29 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000248266

Shaun Mcwilliam is a financial adviser based in Newtown, Victoria, with 29 years of experience in the financial services industry. Shaun is currently authorised under Akumin Financial Planning Pty Limited. 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 AMP Financial Planning.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2006
Certificate IV in Finance and Mortgage Broking
Traineeship Management Australia (TMA)
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2021
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register