GEMMA O'SHANESY

Financial Adviser Β· Bundaberg, QLD

Registered

Registration Number

000304440

Registration Status

Registered

Location

Bundaberg, QLD 4670

Providing Advice Since

2007

Registration Date

04/10/2017

Financial Services Licensee

ULTON WEALTH SERVICES PTY LTD

Licence #000497721

πŸ“š Qualifications & Training

2003 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Central Queensland University
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.