Shane Matthew McGrath
Financial Adviser in Eleebana, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001246263
- Location
- Eleebana NSW 2282
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 9 August 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, University of Newcastle (2002); Certified Practising Accountant, CPA (2004); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2015); Diploma of Financial Planning, Mentor Education (2016); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2025)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane Matthew McGrath
Shane Matthew McGrath is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Eleebana, New South Wales (adviser number 001246263).
The licensee Shane advises under is Politis Investment Strategies Pty Ltd (AFS licence 253125). The current authorisation started on 9 August 2016.
According to the register, Shane first provided financial advice in 2016. The qualifications listed for Shane include Bachelor of Commerce (University of Newcastle, 2002), Certified Practising Accountant (CPA, 2004) and Self Managed Superannuation Fund Adviser (Personal Advice) (Mentor Education, 2015).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is Shane Matthew McGrath a registered financial adviser?
Yes. Shane Matthew McGrath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001246263.
Which licensee does Shane Matthew McGrath work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Shane Matthew McGrath give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."