Financial Adviser
· COCKATOO, VIC
Shane Debernardi
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000470608
Shane Debernardi is a financial adviser based in Cockatoo, Victoria, with 11 years of experience in the financial services industry. Shane is currently authorised under Finance Living Pty Ltd. Shane 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 Certified Financial Planner from Financial Advice Association Australia. Shane 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
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Accounting
Latrobe Uni
2018
Certified Financial Planner
Financial Advice Association Australia
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register