SHANNON BROWN

Financial Adviser ยท Port Macquarie, NSW

Registered

Registration Number

001239075

Registration Status

Registered

Location

Port Macquarie, NSW 2444

Providing Advice Since

2016

Registration Date

08/07/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

2011 - Bachelor of Business (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Charles Sturt University
2012 - Diploma Of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2013 - Advanced Diploma Of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2013 - Self Managed Super Fund - Other - Kaplan Education Pty Ltd
2014 - Accredited Listed Product Adviser (ALPA) Program - Other - Kaplan Education Pty Ltd
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.