Financial Adviser
· BUSSELTON, WA
Connor Shears
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295362
Connor Shears is a financial adviser based in Busselton, Western Australia, with 4 years of experience in the financial services industry. Connor is currently authorised under Partners Wealth Group Financial Advice Pty Ltd. Connor holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Connor holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excluding Self-Managed Superannuation Funds
Authorised to provide tax financial advice services
Qualifications and Training
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Excluding Self-Managed Superannuation Funds
Excluding Self-Managed Superannuation Funds
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Superannuation authorisation excludes Self Managed Superannuation Funds.
Superannuation authorisation excludes Self Managed Superannuation Funds
Superannuation authorisation excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register