Financial Adviser
· SYDNEY, NSW
Shane Andrew Kennealy
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265494
Shane Andrew Kennealy is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Shane is currently authorised under Walker Lane. Shane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shane's qualifications include a Bachelor of Commerce from University of South Australia. Shane is a member of SMSF Association.
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
2009
Bachelor of Commerce
University of South Australia
2013
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2016
Graduate Diploma of Financial Planning
Kaplan Professional
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Advise and Deal in Margin Lending.
LONSDALE FINANCIAL GROUP PTY LTD
This Authorised Representative is limited to providing general advice only and any personal advice must be given under the guidance and supervision of a senior financial planner.
Source: ASIC Financial Advisers Register