Financial Adviser
· DEE WHY, NSW
Mark Andrew Mcshane
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270071
Mark Andrew Mcshane is a financial adviser based in Dee Why, New South Wales, with 8 years of experience in the financial services industry. Mark is currently authorised under Chrysalis Lifestyle Planning Pty Ltd. Mark 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 Certified Financial Planner from The Financial Advice Association Australia. Mark 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Economics
University of Newcastle
1998
Financial Planning Certificate
Independent Centre of Financial Planning
2001
Diploma of Financial Planning
Deakin University
2002
Certified Financial Planner
The Financial Advice Association Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional