Financial Adviser · DEVONPORT, TAS

Glynis Shea

DEVONPORT, TAS

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000385543

Licensee

The Advice Exchange

South Yarra, VIC (licence address on ASIC register)

View licensee

About Glynis Shea

Glynis Shea is a financial adviser based in Devonport, Tasmania, with 24 years of experience in the financial services industry since 2002. Glynis is currently authorised under The Advice Exchange. Glynis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Glynis's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Integratec (Aust). Glynis 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

Restrictions: Superannuation including SMSF advice.Excludes: Credit Services

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Services (Financial Planning)

Integratec (Aust)

2004

Advanced Diploma of Financial Services (Financial Planning)

Integratec (Aust)

2011

Margin Lending & Geared Investments

Kaplan Professional

2011

Self Managed Superannuation Funds

Kaplan Professional

2016

Accredited Aged Care Professional

Aged Care Steps (ACS)

Registration History

The Advice Exchange Pty Ltd

Mar 2025 - Present Current

Superannuation including SMSF advice.Excludes: Credit Services

Capstone Financial Planning Pty Ltd

Jun 2019 - Mar 2025 Ceased

This authorised representative is only authorised to give class of product advice in relation to Securities.

A.C.N. 133 593 012 PTY LTD

May 2016 - Jun 2019 Ceased

Financial Wisdom Limited

Sep 2012 - May 2016 Ceased

Source: ASIC Financial Advisers Register