SHAUN PARTON
Financial Adviser · Cronulla, NSW
📚 Qualifications & Training
2010 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - University of New South Wales
2010 - Bachelor of commerce - - The University of NSW
2012 - Diploma of Financial Planning - - Kaplan
2012 - Diploma of Financial Planning - - Kaplan Professional
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - Advanced diploma of Finanical Planning - - Kaplan
2017 - CFP - Certified Financial Planner - - FPA
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Accredited Aged Care Professional Program - Professional Designations - Aged Care Steps
🏢 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.