Shane Mark Case – Financial Adviser

Adviser identifying number: 239360
Status: Current
Adviser’s ABN: 26273225934
The year the Financial Adviser first provided advice: 1990

Name of the licence holder: FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence number: 247429
Licensee’s ABN: 33093667595
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FITZPATRICKS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 247429
Authorised Representative’s ABN: 33093667595

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Planning – Deakin University
• Diploma of Financial Planning – Financial Planning Association (FPA)
• Margin Lending Accreditation Program – Financial Essentials
• Master of Business Administration (Qualification) – University of Adelaide
• Master of Business Administration – The University of Adelaide
• SuperConcepts & ICFS Specialist SMSF Course – The University of Adelaide

Relevant memberships of professional bodies or industry associations:

• ACCA – Association of Chartered Certified Accountants
• CFP ? Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• Tax Practitioners Board

Shane Mark Case is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Old Law Securities Options Contracts and Warrants Securities