Financial Adviser
· SYDNEY, NSW
Dale Shanahan
No disciplinary history on record with ASIC
8
Years experience
ASIC Registered · ADV 001269514
Dale Shanahan is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Dale is currently authorised under Macquarie Equities Limited. Dale holds authorisations to advise on managed investments, securities, deposit products and government bonds. Their qualifications include a Master of Applied Finance from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1999
Bachelor of Business (Accounting and Taxation Law)
University of Technology Sydney
2004
Master of Applied Finance
Kaplan Higher Education Pty Limited
2005
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).
Kaplan Higher Education Pty Limited
2017
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Margin Lending
Other - Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
2024
Commercial Law
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register