Financial Adviser · PENRITH, NSW

Shaun Anthony Hubbard

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001236972

Shaun Anthony Hubbard is a financial adviser based in Penrith, New South Wales, with 11 years of experience in the financial services industry. Shaun is currently authorised under Viridian Advisory 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

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

2017
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
Master of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jul 2022 - Present Current
Jun 2021 - Jun 2022 Ceased
Apr 2021 - Jun 2021 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Dec 2020 - Apr 2021 Ceased
Government Debentures, Stocks or Bonds: Class of product only
Jan 2020 - May 2020 Ceased
Apr 2017 - Dec 2019 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Sep 2016 - Mar 2017 Ceased
Superannuation: Not authorised to provide SMSF advice.
Nov 2015 - Aug 2016 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register