Financial Adviser
· LAUNCESTON, TAS
Paul Francis Mcshane
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264776
Paul Francis Mcshane is a financial adviser based in Launceston, Tasmania, with 8 years of experience in the financial services industry. Paul is currently authorised under Lifespan Financial Planning Pty Ltd. Paul 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 Bachelor of Business from Tasmanian State Institute of Technology. Paul is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Chartered Tax Adviser (CTA).
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
1990
Bachelor of Business
Tasmanian State Institute of Technology
2017
Superannuation & SMSFs
Kaplan Professional
2019
Chartered Accountant Program
Chartered Accountants Australia and New Zealand
2019
Diploma of Financial Planning
International Institute of Technology
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
Registration History
Excludes ability to advice on Securities, Margin Lending and Credit but includes ability to advice on SMSF
Source: ASIC Financial Advisers Register