Financial Adviser · ABBOTSFORD, VIC

Patrick Shannon Reidy

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001237737

Patrick Shannon Reidy is a financial adviser based in Abbotsford, Victoria, with 11 years of experience in the financial services industry. Patrick is currently authorised under Shartru Wealth Management Pty Ltd. Patrick 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 Higher Education Pty Limited. Patrick is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Excluding SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

May 2020 - Present Current
Excluding SMSF
A.C.N. 133 593 012 PTY LTD
Dec 2015 - May 2020 Ceased
Excludes SMSF

Source: ASIC Financial Advisers Register