Financial Adviser · MELBOURNE, VIC

Shaun Robards

MELBOURNE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001264823

Licensee

Bridges Financial Services

Sydney, NSW (licence address on ASIC register)

View licensee

About Shaun Robards

Shaun Robards is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Shaun is currently authorised under Bridges Financial Services. Shaun holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shaun's qualifications include a Bachelor of Commerce from The University of Newcastle Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Margin Lending

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2014

Diploma of Financial Planning FNS50611

AAMC Training Group

2017

RG146 Superannuation

AAMC Training Group

2018

Bachelor of Commerce

The University of Newcastle Australia

2018

RG146 Managed Investments

AAMC Training Group

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Bridges Financial Services Pty Limited

Jul 2024 - Present Current

Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Actuate Alliance Services Pty Ltd

Mar 2022 - Jun 2024 Ceased

Not authorised to provide SMSF advice.

Wealth Today Pty Ltd

Jun 2019 - Jan 2020 Ceased

Boston Reed Pty Ltd

Dec 2018 - Jun 2019 Ceased

EVERMORE MONEY MANAGEMENT PTY LTD

Jun 2018 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register