Shannon Medlin
Financial Adviser in Berserker, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004126
- Location
- Berserker QLD 4701
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 21 November 2019
- First provided advice
- 2008
- Qualifications
- Bachelor of Business (Accounting), Central Queensland University (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Margin Lending & Geared Investments, Kaplan Professional (2011)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on self managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Shannon Medlin
On the Financial Advisers Register kept by ASIC, Shannon Medlin appears as a current financial adviser in Berserker, Queensland, adviser number 001004126.
Shannon provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 21 November 2019.
The register records 2008 as the year Shannon first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (Central Queensland University, 2007), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007) and Margin Lending & Geared Investments (Kaplan Professional, 2011).
Shannon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on self managed superannuation funds.”
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Questions people ask
Is Shannon Medlin a registered financial adviser?
Yes. Shannon Medlin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004126.
Which licensee does Shannon Medlin work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Shannon Medlin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on self managed superannuation funds."