Shaun McWilliam
Financial Adviser in Newtown, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248266
- Location
- Newtown VIC 3220
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1997
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), AMP Financial Planning (2006); Certificate IV in Finance and Mortgage Broking, Traineeship Management Australia (TMA) (2006); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2025)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Shaun McWilliam
Shaun McWilliam is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newtown, Victoria (adviser number 000248266).
Shaun provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 1 January 2004.
According to the register, Shaun first provided financial advice in 1997. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2006), Certificate IV in Finance and Mortgage Broking (Traineeship Management Australia (TMA), 2006) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010).
Shaun is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Shaun McWilliam a registered financial adviser?
Yes. Shaun McWilliam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248266.
Which licensee does Shaun McWilliam work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Shaun McWilliam 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."