Rory Martin O’Shaughnessy
Financial Adviser in South Perth, Western Australia, Australia
Review Rory Martin O’Shaughnessy
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001264180
- Location
- South Perth WA 6151
- Licensee
- Richmond Wealth Pty Ltd (AFSL 461605)
- Authorised since
- 1 June 2025
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce, University of Western Australia (2016); Diploma of Financial Planning, Kaplan (2017); Certified Financial Planner, Financial Planning Association (2020); Master of Financial Planning, Kaplan Professional (2023)
- Memberships
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Rory Martin O’Shaughnessy
On the Financial Advisers Register kept by ASIC, Rory Martin O’Shaughnessy appears as a current financial adviser in South Perth, Western Australia, adviser number 001264180.
Rory provides advice as an authorised representative of Richmond Wealth Pty Ltd, which holds Australian financial services licence 461605. The current authorisation started on 1 June 2025.
According to the register, Rory first provided financial advice in 2018. Qualifications and training on file include Bachelor of Commerce (University of Western Australia, 2016), Diploma of Financial Planning (Kaplan, 2017) and Certified Financial Planner (Financial Planning Association, 2020). Professional memberships recorded: 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Rory Martin O’Shaughnessy here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Rory Martin O'Shaughnessy a registered financial adviser?
Yes. Rory Martin O'Shaughnessy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001264180.
Which licensee does Rory Martin O'Shaughnessy work under?
Richmond Wealth Pty Ltd, Australian financial services licence 461605.
What can Rory Martin O'Shaughnessy 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; standard margin lending.