Financial Adviser · NORTH SYDNEY, NSW

Shane James Dwyer

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000330091

Shane James Dwyer is a financial adviser based in North Sydney, New South Wales, with 18 years of experience in the financial services industry. Shane is currently authorised under Charter Financial Planning 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 International Finance from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

2005

Bachelor of International Finance

Griffith University

2008

Accredited Listed Product Adviser (ASX ALPA) Program

Finsia

2008

Graduate Diploma of Financial Planning

Finsia

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

May 2015 - Present Current

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

GENESYS WEALTH ADVISERS PTY LIMITED

Sep 2008 - May 2015 Ceased

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

Source: ASIC Financial Advisers Register