Financial Adviser
· WEST PERTH, WA
Shane James Mitchell
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000275038
Shane James Mitchell is a financial adviser based in West Perth, Western Australia, with 24 years of experience in the financial services industry since 2002. Shane is currently authorised under Inspired Financial Group. Shane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shane's qualifications include a Bachelor of Business (Accounting & Finance) from Edith Cowan University (ECU). Shane 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
1998
Bachelor of Business (Accounting & Finance)
Edith Cowan University (ECU)
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Advanced Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register