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- Financial Advisers Australia (FAA)
- Shannon Lawrence Freney
Shannon Lawrence Freney
- Name
- Shannon Lawrence Freney
- ID
- 462001
- ABN
- –
- First Provided Advice
- 2014
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2013 - Bachelor of Business (marketing, Management and Entrepreneurship) - Bachelor Degree (AQF 7) - James Cook University
- 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
- 2023 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional
- 2024 - Principals of Financial and Investment Planning - Other - Victoria University
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Aan Wealth Management Pty Ltd (#517548)
- Commenced
- March 10, 2020
- Ceased
- Aug. 30, 2023
- Status
- Ceased
- Licence Holder
- Moore Australia Financial Services (qld/nnsw) Pty Ltd (#485435)
- Commenced
- Sept. 18, 2023
- Ceased
- May 3, 2024
- Status
- Current
- Licence Holder
- Paragem Pty Limited (#297276)
- Commenced
- Aug. 9, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Chubb Insurance Australia Ltd (#239687)
- Commenced
- Nov. 10, 2014
- Ceased
- April 13, 2015
- Status
- Ceased
- Licence Holder
- Chubb Insurance Australia Ltd (#239687)
- Commenced
- July 28, 2014
- Ceased
- Nov. 10, 2014
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- Nov. 21, 2017
- Ceased
- April 26, 2019
- Status
- Ceased
- Licence Holder
- Global Pacific Solutions Group Pty Ltd (#514164)
- Commenced
- Sept. 2, 2019
- Ceased
- March 9, 2020
- Status
- Ceased
- Licence Holder
- Smart Solutions Group (aust) Pty Ltd (#500218)
- Commenced
- April 30, 2019
- Ceased
- July 18, 2019