Financial Adviser · WARRNAMBOOL, VIC

Liam Anthony Shanahan

1 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001310426

Liam Anthony Shanahan is a financial adviser based in Warrnambool, Victoria, with 1 year of experience in the financial services industry. Liam is currently authorised under Akumin Financial Planning Pty Limited. Liam 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 Master of Financial Planning from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2023

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

2023

Master of Financial Planning

Deakin University

Registration History

Akumin Financial Planning Pty Limited

Jul 2024 - Present Current

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