Financial Adviser · SOUTH MELBOURNE, VIC

Shannan John Stevens

22 Years experience
ASIC Registered · ADV 000433735

Shannan John Stevens is a financial adviser based in South Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Shannan is currently authorised under Choice Financial Advisors, operating through Smith Feutrill Wealth Management. Shannan holds authorisations to advise on life insurance and life insurance investments. Shannan's qualifications include a Diploma financial planning from Tribeca Learning.

Authorised to Advise On

Life Insurance Life Insurance Investments

Qualifications and Training

2004
Diploma financial planning
Tribeca Learning
2021
Fasea Financial adviser exam
Tribeca Learning

Registration History

Apr 2026 - Present Current
Sep 2023 - Jan 2026 Ceased
Sep 2022 - Jul 2023 Ceased
Jul 2022 - Sep 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Nov 2018 - Mar 2022 Ceased
Oct 2016 - Nov 2018 Ceased
Jul 2014 - Oct 2016 Ceased
A.C.N. 133 593 012 PTY LTD
Mar 2013 - Jul 2014 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Nov 2012 - Feb 2013 Ceased
Aug 2011 - Oct 2012 Ceased
Dec 2009 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register