Shane Mark Case
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239360
- Location
- Adelaide SA 5000
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 22 July 2025
- First provided advice
- 1990
- Qualifications
- 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2001); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2001); Graduate Certificate in Management, University of Adelaide (2006); Margin Lending Accreditation Program, Financial Essentials (2011); Diploma of Financial Planning, Financial Planning Association (FPA) (2013); Graduate Diploma in Business Administration, University of Adelaide (2013); Master of Business Administration (Qualification), University of Adelaide (2014); Master of Business Administration, University of Adelaide (2014); SuperConcepts & ICFS Specialist SMSF Course, The University of Adelaide (2016)
- Memberships
- ACCA - Association of Chartered Certified Accountants; CFP – Certified Financial Planner (FPA); 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 Shane Mark Case
Shane Mark Case is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 000239360).
Advice is given under the Australian financial services licence of Paragem Pty Limited, licence number 297276. The current authorisation started on 22 July 2025.
According to the register, Shane first provided financial advice in 1990. Qualifications and training on file include 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2001), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2001) and Graduate Certificate in Management (University of Adelaide, 2006). Professional memberships recorded: ACCA – Association of Chartered Certified Accountants, CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Shane is authorised to advise 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.
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Questions people ask
Is Shane Mark Case a registered financial adviser?
Yes. Shane Mark Case is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239360.
Which licensee does Shane Mark Case work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Shane Mark Case 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.