Financial Adviser · DEAKIN, ACT

Shane Andrew O'grady

22 Years experience
Tax advice
authorised
Currently at
Brisbane City, QLD
ASIC Registered · ADV 001003245

Shane Andrew O'grady is a financial adviser based in Deakin, Australian Capital Territory, with 22 years of experience in the financial services industry. Shane is currently authorised under Adviceiq Partners Pty Ltd. Shane 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 Services (Financial Planning) from Tribeca. Shane 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

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2009
Self Managed Superannuation Fund Adviser Education Program
Financial Essentials
2010
Certified Financial Panner
Financial Planning Association of Australia

Registration History

Jul 2022 - Present Current
Aug 2016 - Jun 2022 Ceased
Jul 2004 - Aug 2016 Ceased

Source: ASIC Financial Advisers Register