Financial Adviser
· SOUTH PERTH, WA
Shannon Whitfield
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000456863
Shannon Whitfield is a financial adviser based in South Perth, Western Australia, with 18 years of experience in the financial services industry. Shannon is currently authorised under Phase3wealth Pty Ltd. Shannon 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 Bachelor of Business (Marketing) from Royal Melbourne Institute of Technology.
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
1999
Bachelor of Business (Marketing)
Royal Melbourne Institute of Technology
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2010
Advanced Diploma of Financial Services (Financial Planning) FNS60404
Mentor Education - RG146 Training Australia
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2011
Self Managed Superannuation Funds
Kaplan Professional Education