Shane Albert Casey – Financial Adviser

Adviser identifying number: 343051
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 30/11/2009
The date the Financial Adviser ceased the appointment: 18/07/2011
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Services (Financial Planning) – Tribeca
  • Diploma of Financial Services (Financial Planning) – Tribeca
  • Self Managed Superannuation Funds – Tribeca

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Shane Albert Casey is authorised to provide advices on following products: