SHANE JAMES MITCHELL

Financial Adviser ยท West Perth, WA

Registered

Registration Number

000275038

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

2002

Registration Date

11/02/2009

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1998 - Bachelor of Business (Accounting & Finance) - - Edith Cowan University (ECU)
2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2013 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT)
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.