Shereen Churchill
Financial Adviser in Belrose, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000315381
- Location
- Belrose NSW 2085
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 5 August 2019
- First provided advice
- 2007
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Self Managed Superannuation Funds, Financial Essentials (2009); Bachelor of Commerce, University of Newcastle (2010); FPC002B, Kaplan Higher Education (2019)
- 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 Shereen Churchill
Shereen Churchill is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Belrose, New South Wales (adviser number 000315381).
The licensee Shereen advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 5 August 2019.
According to the register, Shereen first provided financial advice in 2007. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Self Managed Superannuation Funds (Financial Essentials, 2009) and Bachelor of Commerce (University of Newcastle, 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 Shereen Churchill a registered financial adviser?
Yes. Shereen Churchill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000315381.
Which licensee does Shereen Churchill work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Shereen Churchill 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.