BRENDAN MICHAEL SHANNAN

Financial Adviser ยท Richmond, VIC

Registered

Registration Number

000296673

Registration Status

Registered

Location

Richmond, VIC 3121

Providing Advice Since

1992

Registration Date

02/12/2019

Financial Services Licensee

JP WEALTH SECURITIES PTY LTD

Licence #000504325

๐Ÿ“š Qualifications & Training

1992 - Bachelor of Commerce - - Deakin University
1998 - Diploma of Financial Planning - - Deakin University
2004 - Certified Financial Planner - - Financial Planning Association of Australia
2010 - CPA Program - - CPA Australia

๐Ÿข Professional Memberships

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.