Financial Adviser
· SYDNEY, NSW
Shane Anthony O'connor
No disciplinary history on record with ASIC
SYDNEY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263047
About Shane Anthony O'connor
Shane Anthony O'connor is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Shane is currently authorised under Financial Planning Advice Australia, operating through Keystone Wealth. 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 Deakin University.
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
Risk Management
Kaplan
2003
Superannuation & Retirement Planning
Kaplan
2010
Graduate Certificate in Applied Finance
Kaplan
2024
Commercial Law
Regulation & Legal Obligations - Kaplan
2025
Graduate Diploma of Financial Planning
Deakin University
Registration History
Source: ASIC Financial Advisers Register