Shane O’grady – Financial Adviser

Adviser identifying number: 1003245
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

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: 22/08/2016
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:

• Advanced Diploma of Financial Services (Financial Planning) (FNS60404) – Tribeca
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Services (Financial Planning) (FNS50804) – Tribeca
• Margin Lending and Geared Investments – Kaplan Professional Education
• Self Managed Superannuation Fund Adviser Education Program – Financial Essentials

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Tax Practitioner’s Board

Shane O’grady 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