SHANE ALBERT CASEY
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
2003 - Diploma of Financial Services (Financial Planning) - - Tribeca
2005 - Self Managed Superannuation Funds - - Tribeca
2007 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.