DALE SHANAHAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Business (Accounting and Taxation Law) - Bachelor Degree (AQF 7) - University of Technology Sydney
2004 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2005 - Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA). - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2017 - Margin Lending - Knowledge and Skills - Other - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2024 - Commercial Law - Other - 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.