Paul Francis McShane
Financial Adviser in Launceston, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001264776
- Location
- Launceston TAS 7250
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 July 2024
- First provided advice
- 2018
- Qualifications
- Bachelor of Business, Tasmanian State Institute of Technology (1990); Superannuation & SMSFs, Kaplan Professional (2017); Chartered Accountant Program, Chartered Accountants Australia and New Zealand (2019); Diploma of Financial Planning, International Institute of Technology (2019); Ethics & Professionalism in Financial Advice, Kaplan Professional (2019); Economic & Legal Context for Financial Planning, Kaplan Professional (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Chartered Tax Adviser (CTA)
- 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 Paul Francis McShane
Paul Francis McShane is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Launceston, Tasmania (adviser number 001264776).
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 1 July 2024.
According to the register, Paul first provided financial advice in 2018. Qualifications and training on file include Bachelor of Business (Tasmanian State Institute of Technology, 1990), Superannuation & SMSFs (Kaplan Professional, 2017) and Chartered Accountant Program (Chartered Accountants Australia and New Zealand, 2019). Paul is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Chartered Tax Adviser (CTA).
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 Paul Francis McShane a registered financial adviser?
Yes. Paul Francis McShane is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001264776.
Which licensee does Paul Francis McShane work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Paul Francis McShane 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.