Tracey Shamon
Financial Adviser in Liverpool, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000329807
- Location
- Liverpool NSW 2170
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 28 October 2019
- First provided advice
- 2003
- Qualifications
- Bachelor of Applied Finance and Bachelor of Commerce (Accounting), Macquarie University (2002); Certified Financial Planner, Financial Planning Association of Australia Limited (2003); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2004); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2010); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Accredited Listed Product Adviser Program, Kaplan Professional Education (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Tracey Shamon
Tracey Shamon is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Liverpool, New South Wales (adviser number 000329807).
Tracey provides advice as an authorised representative of Ri Advice Group Pty Ltd, which holds Australian financial services licence 238429. The current authorisation started on 28 October 2019.
The register records 2003 as the year Tracey first provided financial advice. Qualifications and training on file include Bachelor of Applied Finance and Bachelor of Commerce (Accounting) (Macquarie University, 2002), Certified Financial Planner (Financial Planning Association of Australia Limited, 2003) and 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2004). Tracey is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Tracey is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Tracey Shamon a registered financial adviser?
Yes. Tracey Shamon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000329807.
Which licensee does Tracey Shamon work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Tracey Shamon give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.