Financial Adviser
· FORBES, NSW
Shaun Walsh
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000796
Shaun Walsh is a financial adviser based in Forbes, New South Wales, with 16 years of experience in the financial services industry. Shaun is currently authorised under Vinarc Pty Ltd. Shaun 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 CFP from Financial Planning Association. Shaun is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.
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
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
CFP
Financial Planning Association
2019
Client Engagement Skills
Behavioural Finance - Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register