SHANE ANDREW O'GRADY

Financial Adviser ยท Kingston, ACT

Registered

Registration Number

001003245

Registration Status

Registered

Location

Kingston, ACT 2604

Providing Advice Since

2004

Registration Date

22/08/2016

Financial Services Licensee

FITZPATRICKS PRIVATE WEALTH PTY LTD

Licence #000247429

๐Ÿ“š Qualifications & Training

2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2009 - Self Managed Superannuation Fund Adviser Education Program - Other - Financial Essentials
2010 - Certified Financial Panner - Professional Designations - Financial Planning Association of Australia

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.