ADAM SHANAHAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology
2007 - Accredited Derivatives Adviser - Level 2 - Other - Tribeca
2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2018 - Foreign Exchange Accreditation Program - Other - Stockbrokers and Financial Advisers Association Limited
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.