HEATH FRANCIS SHONHAN
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1996 - Bachelor of Business - Bachelor Honours Degree (AQF 8) - Queensland University of Technology
1999 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand
2016 - Diploma of Financial Planning - - Terra Cordis Pty Ltd
2016 - Specialist SMSF Course - - Now Infinity
2021 - AYQ457 Financial Planning Principles and Regulation - Bridging Course - Regulation & Legal Obligations - Queensland University of Technology
2021 - AYQ458 Ethics and Professional Relationships - Bridging Course - Ethics - Queensland University of Technology
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.