Financial Adviser
· SOUTH PERTH, WA
Rory Martin O'shaughnessy
No disciplinary history on record with ASIC
SOUTH PERTH,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264180
Practice
South Perth, WA (practice address on ASIC register)
Licensed through Richmond Wealth
About Rory Martin O'shaughnessy
Rory Martin O'shaughnessy is a financial adviser based in South Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Rory works at Richmond Private Wealth, which is licensed through Richmond Wealth. Rory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rory's qualifications include a Certified Financial Planner from Financial Planning Association. Rory is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce
University of Western Australia
2017
Diploma of Financial Planning
Kaplan
2020
Certified Financial Planner
Financial Planning Association
2023
Master of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register