Patrick Shannon Reidy
Financial Adviser in Abbotsford, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237737
- Location
- Abbotsford VIC 3067
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 22 May 2020
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Excluding SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Patrick Shannon Reidy
Patrick Shannon Reidy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Abbotsford, Victoria (adviser number 001237737).
The licensee Patrick advises under is Shartru Wealth Management Pty Ltd (AFS licence 422409). That authorisation dates from 22 May 2020.
The register records 2015 as the year Patrick first provided financial advice. The qualifications listed for Patrick include Diploma of Financial Planning (Kaplan, 2015) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2025). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP).
Patrick is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excluding SMSF.”
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Questions people ask
Is Patrick Shannon Reidy a registered financial adviser?
Yes. Patrick Shannon Reidy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237737.
Which licensee does Patrick Shannon Reidy work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Patrick Shannon Reidy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Excluding SMSF."