Shannon Whitfield
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000456863
- Location
- South Perth WA 6151
- Licensee
- PHASE3WEALTH Pty Ltd (AFSL 537118)
- Authorised since
- 20 May 2022
- First provided advice
- 2008
- Qualifications
- Bachelor of Business (Marketing), Royal Melbourne Institute of Technology (1999); Diploma of Financial Services (Financial Planning), Mentor Education (2008); Advanced Diploma of Financial Services (Financial Planning) FNS60404, RG146 Training Australia (2010); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Self Managed Superannuation Funds, Kaplan Professional Education (2011)
- 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 Whitfield
On the Financial Advisers Register kept by ASIC, Shannon Whitfield appears as a current financial adviser in South Perth, Western Australia, adviser number 000456863.
Shannon provides advice as an authorised representative of PHASE3WEALTH Pty Ltd, which holds Australian financial services licence 537118. The current authorisation started on 20 May 2022.
The register records 2008 as the year Shannon first provided financial advice. The qualifications listed for Shannon include Bachelor of Business (Marketing) (Royal Melbourne Institute of Technology, 1999), Diploma of Financial Services (Financial Planning) (Mentor Education, 2008) and Advanced Diploma of Financial Services (Financial Planning) FNS60404 (RG146 Training Australia, 2010).
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 Whitfield a registered financial adviser?
Yes. Shannon Whitfield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000456863.
Which licensee does Shannon Whitfield work under?
PHASE3WEALTH Pty Ltd, Australian financial services licence 537118.
What can Shannon Whitfield 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.