Financial Adviser · MAYFIELD, NSW

Shane Michael Finlay

MAYFIELD, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000249048

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Shane Michael Finlay

Shane Michael Finlay is a financial adviser based in Mayfield, New South Wales, with 25 years of experience in the financial services industry since 2001. Shane is currently authorised under Akumin Financial Planning. 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Planning.

Authorised to Advise On

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

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

2006

Advanced Diploma of Financial Services (Financial Planning)

AMP Financial Planning

2006

Diploma of Financial Services (Financial Planning)

AMP Limited

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Mortgage & Finance Association of Australia (MFAA)

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - 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