Brendan Michael Shannan
Financial Adviser in Richmond, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000296673
- Location
- Richmond VIC 3121
- Licensee
- JP Wealth Securities Pty Ltd (AFSL 504325)
- Authorised since
- 2 December 2019
- First provided advice
- 1992
- Qualifications
- Bachelor of Commerce, Deakin University (1992); Diploma of Financial Planning, Deakin University (1998); Certified Financial Planner, Financial Planning Association of Australia (2004); CPA Program, CPA Australia (2010)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendan Michael Shannan
Brendan Michael Shannan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Richmond, Victoria (adviser number 000296673).
Brendan provides advice as an authorised representative of JP Wealth Securities Pty Ltd, which holds Australian financial services licence 504325. The current authorisation started on 2 December 2019.
The register records 1992 as the year Brendan first provided financial advice. The qualifications listed for Brendan include Bachelor of Commerce (Deakin University, 1992), Diploma of Financial Planning (Deakin University, 1998) and Certified Financial Planner (Financial Planning Association of Australia, 2004). Brendan is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brendan Michael Shannan a registered financial adviser?
Yes. Brendan Michael Shannan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000296673.
Which licensee does Brendan Michael Shannan work under?
JP Wealth Securities Pty Ltd, Australian financial services licence 504325.
What can Brendan Michael Shannan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.