Shane Case Financial Planner Report

Name:
Shane Mark Case

Rep Number:
000239360

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2016-04-07 onwards

ABN:
26 273 225 934

Licensee
Name:

Number:
000247429

ABN:
33 093 667 595

Appointed By
Name:
Fitzpatricks Private Wealth Pty Ltd

Licence Number:
000247429

ABN:
33 093 667 595

May advise on following product areas:
Non-basic Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Certified Financial Planner
Deakin University
Diploma of Financial Planning
Financial Planning Association (FPA)
Diploma of Financial Planning
Financial Essentials
Margin Lending Accreditation Program
University of Adelaide
Master of Business Administration (Qualification)
The University of Adelaide
Master of Business Administration
The University of Adelaide
SuperConcepts & ICFS Specialist SMSF Course

Memberships
ACCA - Association of Chartered Certified Accountants
CFP � Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)
Tax Practitioners Board