Kevin Shen
ORD MINNETT LIMITED · Sydney NSW 2000 · Advising since 2014
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001003675
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ORD MINNETT LIMITED · AFSL 237121Since 2 December 2024
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2014
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTDec 2024 – presentORD MINNETT LIMITED · AFSL 237121
- CEASEDMay 2023 – Aug 2024ALPHA ASSET MANAGEMENT PTY LTD · AFSL 480258
- CEASEDJan 2018 – Oct 2022MERIT WEALTH PTY LTD · AFSL 409361
- CEASEDAug 2017 – Oct 2017MERITUM FINANCIAL GROUP PTY LTD · AFSL 245569Through authorised representative NOW PROSPER PTY LIMITED (no. 001257864)
- CEASEDMay 2017 – Aug 2017ACN 128 650 037 PTY LIMITED · AFSL 323825
- CEASEDApr 2017 – Apr 2017A.C.N. 140 520 225 PTY LTD · AFSL 345905
- CEASEDMay 2016 – Sep 2016SPECIALIST ADVICE SERVICES PTY LTD · AFSL 283049Through authorised representative GALLAGHER CORPORATE BENEFITS PTY LTD (no. 000469508)
- CEASEDMar 2016 – Apr 2016ACN 143 933 644 PTY LTD · AFSL 423717Through authorised representative IRIDIUM FINANCIAL PLANNING PTY LTD (no. 000463104)
- CEASEDDec 2014 – Feb 2016NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan · 2025 · Graduate Diploma (AQF 8)
Self Managed Superannuation Funds
AAMC · 2017
Advanced Diploma Financial Planning
AAMC · 2016
Diploma of Financial Services (Financial Planning)
AAMC · 2012
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Kevin Shen claims the profile.
Reviews
Not yet reviewed
No client has reviewed Kevin Shen on Souffle yet.
Contacting Kevin Shen
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ORD MINNETT LIMITED · AFSL 237121
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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