Financial Adviser · EIGHT MILE PLAINS, QLD

Shandell Hollie Walne

EIGHT MILE PLAINS, QLD

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001298423

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Shandell Hollie Walne

Shandell Hollie Walne is a financial adviser based in Eight Mile Plains, Queensland, with 3 years of experience in the financial services industry since 2023. Shandell is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Shandell holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shandell holds a Bachelor of Commerce (Financial Planning) from Griffith University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Commerce (Financial Planning)

Griffith University

Registration History

Charter Financial Planning Limited

Nov 2024 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

NEXT GENERATION ADVICE PTY LTD

Oct 2023 - Oct 2024 Ceased

One off licensee approval is required for all products which are not on the approved product list.

Interprac Financial Planning Pty Ltd

May 2023 - Sep 2023 Ceased

OLIVE FINANCIAL MARKETS PTY LTD

Aug 2022 - Jan 2023 Ceased

Self-Managed Super Funds

Source: ASIC Financial Advisers Register