Shane Tagg – Financial Adviser

Adviser identifying number: 1253001
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR MCDONALD TAYLOR TRUST
Authorised Representative identifying number: 1252955
Authorised Representative’s ABN: 13149176822

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:

• Bachelor of Commerce in Accounting – University of Wollongong
• Chartered Accountant – Institute of Chartered Accountants Australia
• RG146 – KAPLAN Professional Education

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Tax Practitioners Board

Shane Tagg is authorised to provide advices on following products:

• Superannuation