RORY MARTIN O'SHAUGHNESSY
Financial Adviser · South Perth, WA
📚 Qualifications & Training
2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2017 - Diploma of Financial Planning - - Kaplan
2020 - Certified Financial Planner - Professional Designations - Financial Planning Association
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.