SHANTEL EVANS
Financial Adviser · Warners Bay, NSW
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Accredited Aged Care Professional - Other - Aged Care Steps
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.