Shannon Smit
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001240209
- Location
- Mornington VIC 3931
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 5 September 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (Accounting), Monash University (1995); Chartered Accountant (CA), Chartered Accountants Australia and New Zealand (CA ANZ) (1997); Diploma of Financial Planning, Integrity Education Group (2016); Self-Managed Super Funds (SMSF) and Margin Lending (ML), Integrity Education Group (2016); FPC001B Economic and Legal Context for Financial Planning, Kaplan Higher Education (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Accredited Listed Product Adviser Program, Kaplan Professional (2022)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Smit
Shannon Smit is a financial adviser in Mornington, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001240209.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 5 September 2016.
According to the register, Shannon first provided financial advice in 2016. The qualifications listed for Shannon include Bachelor of Business (Accounting) (Monash University, 1995), Chartered Accountant (CA) (Chartered Accountants Australia and New Zealand (CA ANZ), 1997) and Diploma of Financial Planning (Integrity Education Group, 2016). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
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 Smit a registered financial adviser?
Yes. Shannon Smit is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001240209.
Which licensee does Shannon Smit work under?
Count Financial Limited, Australian financial services licence 227232.
What can Shannon Smit 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.