Financial Adviser
· SANDRINGHAM, VIC
Clare Shewan
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242970
Clare Shewan is a financial adviser based in Sandringham, Victoria, with 10 years of experience in the financial services industry. Clare is currently authorised under Spark Advisors Australia Pty Ltd. Clare 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 Kaplan Professional. Clare is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Advanced Self Managed Super Funds Program
Kaplan Professional Education
2016
Advanced Diploma of Financial Planning
Kaplan Professional Education
2018
Accredited Listed Product Adviser Program
Kaplan Professional Education
2019
Graduate Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Master of Financial Planning
Kaplan Professional