PAUL FRANCIS MCSHANE
Financial Adviser · Launceston, TAS
📚 Qualifications & Training
1990 - Bachelor of Business - Bachelor Degree (AQF 7) - Tasmanian State Institute of Technology
2017 - Superannuation & SMSFs - Other - Kaplan Professional
2019 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand
2019 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Chartered Tax Adviser (CTA)
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.