Financial Adviser · DEAKIN, ACT

Shane Eric Leslie Owen

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000250916

Shane Eric Leslie Owen is a financial adviser based in Deakin, Australian Capital Territory, with 25 years of experience in the financial services industry. Shane is currently authorised under Akumin Financial Planning Pty Limited. 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 Bachelor of Economics from Macquarie University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Economics

Macquarie University

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Mortgage & Finance Association of Australia (MFAA)

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2013

Self Managed Superannuation Funds

Pinnacle Financial Services Academy Pty Ltd

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register