SHANE JONATHON PERRY
Financial Adviser Ā· Sandgate, QLD
š Qualifications & Training
2008 - Diploma of Financial Services - - Kaplan
2010 - Certificate IV in Financial Services (Finance and Mortgage Broking) - - The National Finance Institute
2010 - Margin Lending and Geared Investments - - Kaplan
2011 - Self Managed Superannuation Funds - - Kaplan
2016 - Advanced Diploma of Financial Planning - - Mentor Education
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.