Shaun Walsh
Financial Adviser in Forbes, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000796
- Location
- Forbes NSW 2871
- Licensee
- Vinarc Pty Ltd (AFSL 484222)
- Authorised since
- 14 January 2020
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Client Engagement Skills, Kaplan (2019); Ethics and Professionalism in Financial Advice, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Shaun Walsh
Shaun Walsh is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Forbes, New South Wales (adviser number 001000796).
The licensee Shaun advises under is Vinarc Pty Ltd (AFS licence 484222). That authorisation dates from 14 January 2020.
According to the register, Shaun first provided financial advice in 2010. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Client Engagement Skills (Kaplan, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Shaun is authorised to advise 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 Shaun Walsh a registered financial adviser?
Yes. Shaun Walsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000796.
Which licensee does Shaun Walsh work under?
Vinarc Pty Ltd, Australian financial services licence 484222.
What can Shaun Walsh 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.