Shannon Whitfield Financial Planner Report

Name:
Shannon Whitfield

Rep Number:
000456863

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2014-04-23 onwards

Location:
Perth, , WA, 0

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RG146 Training Australia
Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Mentor Education
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds