SHANNON SMIT
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
1995 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University
1997 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ)
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2016 - Self-Managed Super Funds (SMSF) and Margin Lending (ML) - Other - Integrity Education Group
2020 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 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.