Financial Adviser
· PORT MACQUARIE, NSW
Shannon Brown
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239075
Shannon Brown is a financial adviser based in Port Macquarie, New South Wales, with 10 years of experience in the financial services industry since 2016. Shannon is currently authorised under Pentagon Advisory. 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 Bachelor of Business (Accounting and Financial Planning) from Charles Sturt University. 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
2011
Bachelor of Business (Accounting and Financial Planning)
Charles Sturt University
2012
Diploma Of Financial Planning
Kaplan Education Pty Ltd
2013
Advanced Diploma Of Financial Planning
Kaplan Education Pty Ltd
2013
Self Managed Super Fund
Kaplan Education Pty Ltd
2014
Accredited Listed Product Adviser (ALPA) Program
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register