Financial Adviser · UPPER MOUNT GRAVATT, QLD

Shannon Mary Mckeown

UPPER MOUNT GRAVATT, QLD
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001243319
Currently at
Upper Mount Gravatt, QLD (firm address)

Shannon Mary Mckeown is a financial adviser based in Upper Mount Gravatt, Queensland, with 10 years of experience in the financial services industry since 2016. Shannon is currently authorised under Life Path Financial Planning, operating through Life Path Financial Solutions. Shannon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shannon's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Shannon is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Business
University of the Sunshine Coast
2013
Advanced Diploma of Financial Planning
Kaplan
2019
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Aug 2024 - Present Current
Jun 2016 - Jul 2024 Ceased

Source: ASIC Financial Advisers Register