GLYNIS SHEA

FINANCIAL ADVISOR

Overview

Glynis Shea has over 20 years’ experience in the financial services industry and has earned many industry awards during this period for her approach to dealing with clients and helping them to achieve their financial goals.

Glynis is authorised to provide advice on a wide range of services, including investment planning, wealth accumulation advice, risk planning management, superannuation advice (including self-managed superannuation funds), retirement planning advice, estate planning, Centrelink advice, Aged Care strategies and tax efficient strategies.

Glynis will listen closely and work hard to understand what money means to you and what you want to achieve, striving to simplify your financial life, organise your personal financial planning and optimise your overall wealth.

Glynis is passionate about ensuring fairness for her clients and is well known for going into battle for her clients where necessary.

Glynis Shea is a Sub-Authorised Representative of Teepookana Gold Pty Ltd, trading as Accrue Financial Services Corporate Authorised Representative No. 001256047. Authorised Representative No. 385543.

Qualifications

Glynis holds an Advanced Diploma of Financial Services (Financial Planning) and meets the competency requirements under ASIC’s Regulatory Guide RG 146.

Professional Memberships

Glynis is a member of the Association of Financial Advisors and abides by their code of professional conduct and ethics.

Authorisations

Glynis is authorised to provide advice and deal in the following financial products:

• Life Products including Investment Life Insurance Products & Life Risk Insurance Products;
• Interests in Managed Investment Schemes including Investor Directed Portfolio Services;
• Deposit & Payment Products;
• Retirement Savings Accounts (“RSA”) products;
• Debentures, Stocks or Bonds issued or proposed to be issued by a
• Government;
• Superannuation;
• Self-Managed Superannuation Funds; and
• Standard Margin Lending Facility.