Financial Adviser
· BELROSE, NSW
Shereen Churchill
No disciplinary history on record with ASIC
BELROSE,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000315381
Shereen Churchill is a financial adviser based in Belrose, New South Wales, with 19 years of experience in the financial services industry since 2007. Shereen is currently authorised under Fortnum Private Wealth. Shereen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shereen's qualifications include a Bachelor of Commerce from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
Self Managed Superannuation Funds
Financial Essentials
2010
Bachelor of Commerce
University of Newcastle
2019
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
SECURITOR FINANCIAL GROUP PTY LIMITED
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register