Financial Adviser
· LIVERPOOL, NSW
Tracey Shamon
No disciplinary history on record with ASIC
LIVERPOOL,
NSW
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329807
Tracey Shamon is a financial adviser based in Liverpool, New South Wales, with 23 years of experience in the financial services industry since 2003. Tracey is currently authorised under Ri Advice Group. Tracey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tracey's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Tracey is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Applied Finance and Bachelor of Commerce (Accounting)
Macquarie University
2003
Certified Financial Planner
Financial Planning Association of Australia Limited
2004
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2010
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2018
Accredited Listed Product Adviser Program
Kaplan Professional Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education