Financial Adviser
· WINDELLA, NSW
Shaun Barry Mulquiney
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000282311
Shaun Barry Mulquiney is a financial adviser based in Windella, New South Wales, with 22 years of experience in the financial services industry. Shaun is currently authorised under Addison Taylor Holdings 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 Graduate Diploma of Financial Planning from Kaplan Professional. Shaun is a member of Financial Advice Association of Australia (FAAA).
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
2001
Diploma of Financial Advising
Securities Institute
2010
Certificate of Completion in Margin Lending and Geared Investments
Kaplan Professional
2010
Certificate of Completion in Self Managed Superannuation Funds
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register