Financial Adviser · TAMWORTH, NSW

Fiona Shaw

TAMWORTH, NSW

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000323904

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

About Fiona Shaw

Fiona Shaw is a financial adviser based in Tamworth, New South Wales, with 14 years of experience in the financial services industry since 2012. Fiona is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Fiona holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Fiona's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Fiona is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

FPA Australia

2012

Diploma of Financial Services (Finance/Mortgage Broking Management)

Intellitrain

2015

Specialist SMSF Course

University of Adelaide & Cavendish

2019

Accredited Aged Care Professional Program

Aged Care Steps

2019

Advanced Diploma of Financial Planning

Mentor Education

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Sep 2021 - Present Current

A.C.N. 133 593 012 PTY LTD

Feb 2012 - Sep 2021 Ceased

Financial Wisdom Limited

May 2011 - Feb 2012 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Nov 2008 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register