MARK ANDREW MCSHANE
Financial Adviser Ā· Dee Why, NSW
š Qualifications & Training
1997 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle
1998 - Financial Planning Certificate - Certificate (AQF 1-4) - Independent Centre of Financial Planning
2001 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2002 - Certified Financial Planner - Professional Designations - The Financial Advice Association Australia
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Commercial Law - Certificate (AQF 1-4) - Kaplan Professional
2025 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.