Financial Adviser · CURRUMBIN WATERS, QLD

Sean Duane Gallagher

22 Years experience
Tax advice
authorised
Currently at
Beaconsfield, VIC
ASIC Registered · ADV 000259417

Sean Duane Gallagher is a financial adviser based in Currumbin Waters, Queensland, with 22 years of experience in the financial services industry. Sean is currently authorised under Boston Reed Pty Ltd. Sean holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Professional Diploma in Stockbroking from DeakinPrime. Sean is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products

Restrictions: This representative is authorised to provide financial advice and dealings in relation to the following financial products:(A) deposit and payment products including: (1) basic deposit products; (2) deposit products other than basic deposit products; and (3) non-cash payment products (no advice - deal only);(B) interests in managed investment schemes including:(1) investor directed portfolio services;(C) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);(D)securities; and(E)superannuation; to retail and wholesale clients.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Series 7
US Securities & Exchange Commission
2010
Professional Diploma in Stockbroking
DeakinPrime
2013
924 Superannuation & Skills
Kaplan
2020
Ethics and Professional Relationships
Ethics - QUT

Registration History

Aug 2021 - Present Current
This representative is authorised to provide financial advice and dealings in relation to the following financial products:(A) deposit and payment products including: (1) basic deposit products; (2) deposit products other than basic deposit products; and (3) non-cash payment products (no advice - deal only);(B) interests in managed investment schemes including:(1) investor directed portfolio services;(C) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);(D)securities; and(E)superannuation; to retail and wholesale clients.
Aug 2021 - Aug 2021 Ceased
Mar 2004 - Aug 2021 Ceased

Source: ASIC Financial Advisers Register