Financial Adviser · SOUTH PERTH, WA

Rory Martin O'shaughnessy

SOUTH PERTH, WA

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001264180

Currently at

The Trustee For Goodwill Trust & The Trustee For Mmecr Family Trust & The Trustee For Piggy Trust & The Trustee For Shepherd Trust & The Trustee For The Lago Trust

South Perth, WA (firm address)

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About Rory Martin O'shaughnessy

Rory Martin O'shaughnessy is a financial adviser based in South Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Rory is currently authorised under Richmond Wealth, operating through The Trustee For Goodwill Trust & The Trustee For Mmecr Family Trust & The Trustee For Piggy Trust & The Trustee For Shepherd Trust & The Trustee For The Lago Trust. Rory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rory's qualifications include a Certified Financial Planner from Financial Planning Association. Rory is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Commerce

University of Western Australia

2017

Diploma of Financial Planning

Kaplan

2020

Certified Financial Planner

Financial Planning Association

2023

Master of Financial Planning

Kaplan Professional

Registration History

Richmond Wealth Pty Ltd

Jun 2025 - Present Current

Richmond Wealth Pty Ltd

May 2018 - Jun 2025 Ceased

Source: ASIC Financial Advisers Register