Financial Adviser · RICHMOND, VIC

Brendan Michael Shannan

RICHMOND, VIC
34 Years experience
Tax advice
authorised
ASIC Registered · ADV 000296673

Brendan Michael Shannan is a financial adviser based in Richmond, Victoria, with 34 years of experience in the financial services industry since 1992. Brendan is currently authorised under Jp Wealth Securities, operating through Johnson Partners Investment Services Trust & The Trustee For B & J Shannan Family Trust. Brendan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brendan's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Brendan is a member of CPA Australia (CPA) and 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

Authorised to provide tax financial advice services

Qualifications and Training

1992
Bachelor of Commerce
Deakin University
1998
Diploma of Financial Planning
Deakin University
2004
Certified Financial Planner
Financial Planning Association of Australia
2010
CPA Program
CPA Australia

Registration History

Dec 2019 - Present Current
May 2018 - Dec 2019 Ceased
MAGNITUDE GROUP PTY LTD
May 2013 - May 2018 Ceased
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
Dec 2005 - May 2013 Ceased

Source: ASIC Financial Advisers Register