Financial Adviser
· GEELONG, VIC
Shane Anthony Arthur
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000415717
Shane Anthony Arthur is a financial adviser based in Geelong, Victoria, with 15 years of experience in the financial services industry. Shane is currently authorised under Personal Financial Services Ltd. Shane holds authorisations to advise on superannuation, life insurance, managed investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services
Investment Banking Institute (IBI)
2016
Advanced Diploma of Financial Planning
Investment Banking Institute (IBI)
2017
DFP5v2 Tax for Financial Advising
Kaplan Professional
2017
TASACLv1 Commercial Law
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited