SHANE MARK CASE
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2001 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2001 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2006 - Graduate Certificate in Management - Graduate Certificate (AQF 8) - University of Adelaide
2011 - Margin Lending Accreditation Program - Other - Financial Essentials
2013 - Diploma of Financial Planning - - Financial Planning Association (FPA)
2013 - Graduate Diploma in Business Administration - Graduate Diploma (AQF 8) - University of Adelaide
2014 - Master of Business Administration (Qualification) - - University of Adelaide
2014 - Master of Business Administration - Masters Degree (AQF 9) - University of Adelaide
2016 - SuperConcepts & ICFS Specialist SMSF Course - Other - The University of Adelaide
š¢ Professional Memberships
ACCA - Association of Chartered Certified Accountants
CFP ā Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
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.