Bernadette Shiels
Financial Adviser in Deepdene, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250807
- Location
- Deepdene VIC 3103
- Licensee
- RKBJ Private Wealth Pty Ltd (AFSL 560765)
- Authorised since
- 12 November 2024
- First provided advice
- 2015
- Qualifications
- Advanced Diploma of Financial Planning, Deakin University (2003); Diploma of Financial Planning, Integrity Education Group (2015); Margin Lending Adviser (Personal Advice), Mentor Education (2015); Self Managed Superannuation Funds, Mentor Education (2015); Certified Financial Planner, FPA (2020); Ethics & Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bernadette Shiels
Bernadette Shiels is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Deepdene, Victoria (adviser number 000250807).
Advice is given under the Australian financial services licence of RKBJ Private Wealth Pty Ltd, licence number 560765. That authorisation dates from 12 November 2024.
According to the register, Bernadette first provided financial advice in 2015. The qualifications listed for Bernadette include Advanced Diploma of Financial Planning (Deakin University, 2003), Diploma of Financial Planning (Integrity Education Group, 2015) and Margin Lending Adviser (Personal Advice) (Mentor Education, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Bernadette Shiels a registered financial adviser?
Yes. Bernadette Shiels is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250807.
Which licensee does Bernadette Shiels work under?
RKBJ Private Wealth Pty Ltd, Australian financial services licence 560765.
What can Bernadette Shiels give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.