Financial Adviser · BUNBURY, WA

Sean Adrian Spencer

35 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000344080

Sean Adrian Spencer is a financial adviser based in Bunbury, Western Australia, with 35 years of experience in the financial services industry. Sean is currently authorised under Charter Financial Planning Limited. Sean 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 Planning from Mentor Education Pty Ltd.

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

2007

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2012

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2016

Advanced Diploma of Financial Planning

Mentor Education Pty Ltd

2017

Accredited Aged Care Professional

Aged Care Steps

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Mar 2023 - Present Current

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

Akumin Financial Planning Pty Limited

Jan 2010 - Mar 2023 Ceased

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