Financial Adviser · AUGUSTINE HEIGHTS, QLD

Ian Craig Shaw

AUGUSTINE HEIGHTS, QLD
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001245709
Currently at
Melbourne, VIC (firm address)

About Ian Craig Shaw

Ian Craig Shaw is a financial adviser based in Augustine Heights, Queensland, with 10 years of experience in the financial services industry since 2016. Ian is currently authorised under Capstone Financial Planning, operating through Ipswich Accountants Financial. Ian holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Ian's qualifications include a Bachelor of Business (Accountancy) from Queensland University of Technology. Ian is a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Authorised to provide tax financial advice services

Qualifications and Training

1999
AYB120.1 Business Law
Queensland University of Technology
2002
AYB325.1 Taxation Law
Queensland University of Technology
2002
Bachelor of Business (Accountancy)
Queensland University of Technology
2002
Bachelor of Information Technology (Information Systems)
Queensland University of Technology
2006
Chartered Accountant (CA) Program
Institute of Chartered Accountants in Australia
2016
Self-Managed Superannuation Funds
Financial Education Professionals
2016
Superannuation
Financial Education Professionals
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
FPC003 Superannuation and Retirement Advice
Kaplan Professional

Registration History

Jun 2026 - Present Current
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
Jul 2016 - May 2026 Ceased

Source: ASIC Financial Advisers Register