Financial Adviser · CANBERRA, ACT

Reginald Arthur Sheridan

35 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000247547

Reginald Arthur Sheridan is a financial adviser based in Canberra, Australian Capital Territory, with 35 years of experience in the financial services industry. Reginald is currently authorised under Infocus Securities Australia Pty Ltd. Reginald holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning from International Institute of Technology. Reginald is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Direct Equities excludes direct equities advice and SMSF excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1998

Estate Planning and Professional Response

Financial Planning Association

2001

Risk Management and Insurance Planning

Financial Planning Association

2002

Investment Planning

Integratec

2002

Superannuation and Retirement Planning

Integratec

2016

Advanced Diploma of Financial Planning

International Institute of Technology

Registration History

Infocus Securities Australia Pty Ltd

Aug 2018 - Present Current

Direct Equities excludes direct equities advice and SMSF excludes SMSF

Alpha Investment Management Pty Ltd

Nov 2015 - Aug 2018 Ceased

Direct Equities excludes direct equities adviceSMSF excludes advice on Limited Recourse Borrowing Arrangements and advice to setup SMSF

GUARDIANFP PTY LIMITED

May 2006 - Nov 2015 Ceased

Superannuation excludes SMSF Advice

Source: ASIC Financial Advisers Register