SHANE MATTHEW MCGRATH
Financial Adviser · Eleebana, NSW
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2004 - Certified Practising Accountant - Professional Designations - CPA
2015 - Self Managed Superannuation Fund Adviser (Personal Advice) - - Mentor Education
2016 - Diploma of Financial Planning - - Mentor Education
2025 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
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.