Financial Adviser
· NORTH PERTH, WA
Shanae Lee Sinfield
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311441
Shanae Lee Sinfield is a financial adviser based in North Perth, Western Australia, with 1 year of experience in the financial services industry. Shanae is currently authorised under Momentum Planning Pty Ltd. Shanae 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. Shanae is a member of Financial Advice Association of Australia (FAAA).
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
2016
Business
University of Tasmania
2016
Economics
University of Tasmania
2024
Master of Financial Planning
Kaplan