Shannon Brown
Financial Adviser in Port Macquarie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001239075
- Location
- Port Macquarie NSW 2444
- Licensee
- Pentagon Advisory Pty Ltd (AFSL 530707)
- Authorised since
- 1 February 2022
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (Accounting and Financial Planning), Charles Sturt University (2011); Diploma Of Financial Planning, Kaplan Education Pty Ltd (2012); Advanced Diploma Of Financial Planning, Kaplan Education Pty Ltd (2013); Self Managed Super Fund, Kaplan Education Pty Ltd (2013); Accredited Listed Product Adviser (ALPA) Program, Kaplan Education Pty Ltd (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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 Shannon Brown
Shannon Brown is a financial adviser in Port Macquarie, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001239075.
Shannon provides advice as an authorised representative of Pentagon Advisory Pty Ltd, which holds Australian financial services licence 530707. The current authorisation started on 1 February 2022.
According to the register, Shannon first provided financial advice in 2016. The qualifications listed for Shannon include Bachelor of Business (Accounting and Financial Planning) (Charles Sturt University, 2011), Diploma Of Financial Planning (Kaplan Education Pty Ltd, 2012) and Advanced Diploma Of Financial Planning (Kaplan Education Pty Ltd, 2013). 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 Shannon Brown a registered financial adviser?
Yes. Shannon Brown is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001239075.
Which licensee does Shannon Brown work under?
Pentagon Advisory Pty Ltd, Australian financial services licence 530707.
What can Shannon Brown 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.