SHEREEN CHURCHILL

Financial Adviser · Belrose, NSW

Registered

Registration Number

000315381

Registration Status

Registered

Location

Belrose, NSW 2085

Providing Advice Since

2007

Registration Date

05/08/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2009 - Self Managed Superannuation Funds - Other - Financial Essentials
2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2019 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher 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.