Financial Adviser
· MORNINGTON, VIC
Shane Albert Casey
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000343051
Shane Albert Casey is a financial adviser based in Mornington, Victoria, with 24 years of experience in the financial services industry since 2002. Shane is currently authorised under Eclipse Licensee. Shane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shane's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Shane 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Tribeca
2005
Self Managed Superannuation Funds
Tribeca
2007
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2022
Graduate Diploma of Financial Planning
Kaplan Professional