Financial Adviser
· SOUTH BUNBURY, WA
Shonel Louise Vuletich
No disciplinary history on record with ASIC
SOUTH BUNBURY,
WA
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341710
About Shonel Louise Vuletich
Shonel Louise Vuletich is a financial adviser based in South Bunbury, Western Australia, with 15 years of experience in the financial services industry since 2011. Shonel is currently authorised under Synchron Advice. Shonel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shonel's qualifications include a Bachelor of Commerce (Economics and Financial Planning) from Curtin University. Shonel 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2013
Advanced Self Managed Superannuation Funds Workshop
Kaplan
2017
Bachelor of Commerce (Economics and Financial Planning)
Curtin University
2024
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register