Financial Adviser · ELEEBANA, NSW

Shane Matthew Mcgrath

ELEEBANA, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001246263

Currently at

Politis Investment Strategies

Wickham, NSW (firm address)

View firm profile

Shane Matthew Mcgrath is a financial adviser based in Eleebana, New South Wales, with 10 years of experience in the financial services industry since 2016. Shane is currently authorised under Politis Investment Strategies. 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 Bachelor of Commerce from University of Newcastle.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Commerce

University of Newcastle

2004

Certified Practising Accountant

CPA

2015

Self Managed Superannuation Fund Adviser (Personal Advice)

Mentor Education

2016

Diploma of Financial Planning

Mentor Education

2025

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

Aug 2016 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Source: ASIC Financial Advisers Register