Fiona Shaw
Financial Adviser in Tamworth, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323904
- Location
- Tamworth NSW 2340
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 6 September 2021
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), FPA Australia (2005); Diploma of Financial Services (Finance/Mortgage Broking Management), Intellitrain (2012); Specialist SMSF Course, University of Adelaide & Cavendish (2015); Accredited Aged Care Professional Program, Aged Care Steps (2019); Advanced Diploma of Financial Planning, Mentor Education (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Fiona Shaw
Fiona Shaw is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Tamworth, New South Wales (adviser number 000323904).
Fiona provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 6 September 2021.
According to the register, Fiona first provided financial advice in 2012. The qualifications listed for Fiona include Diploma of Financial Services (Financial Planning) (FPA Australia, 2005), Diploma of Financial Services (Finance/Mortgage Broking Management) (Intellitrain, 2012) and Specialist SMSF Course (University of Adelaide & Cavendish, 2015). Fiona is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Fiona Shaw a registered financial adviser?
Yes. Fiona Shaw is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323904.
Which licensee does Fiona Shaw work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Fiona Shaw 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.