Financial Adviser · GEELONG, VIC

Shane Bryan Coutts

40 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242143

Shane Bryan Coutts is a financial adviser based in Geelong, Victoria, with 40 years of experience in the financial services industry. Shane is currently authorised under Bombora Advice 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 Diploma of Financial Planning from Integratrec. 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 Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

1997
Financial Planning Principles & Practice
Securities Institute
2002
Diploma of Financial Planning
Integratrec
2002
Investment Planning 2
Integratec
2003
Estate Planning
Integratec
2004
Financial Plan Construction & Review
Tribeca

Registration History

Jul 2014 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Dec 2003 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register