SHANNON WHITFIELD
Financial Adviser · South Perth, WA
📚 Qualifications & Training
1999 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2010 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - - Mentor Education - RG146 Training Australia
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2011 - Self Managed Superannuation Funds - - Kaplan Professional Education
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.