Financial Planning

Adrian Shaw

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Financial Planning

Adrian Shaw

Drawing on over 20 years’ experience in the financial services sector, I lecture in Investments and Financial Services at the University of New England (UNE) and work with businesses to enhance the way they get things done. As subject coordinator for UNE, I recently developed the first Financial Services Simulator in Australia, and post-graduate subject offering students practical, real-world experience.

 

I’ve also worked with law firms, financial service providers, accountants and bookkeepers helping them streamline business operations and improve client experience.

Academic Credentials

  • Certified Financial Planner Designation

  • Bachelor of Business

Work Experiences

  • Financial Adviser

  • Strategy Consultant

  • Academic

  • Management and Operations

Courses taught by trainer
Open
Financial Planning
Advanced Diploma of Paraplanning
FNS60920

A Paraplanner’s primary role is to provide support to the Financial Adviser.

Open
Financial Planning
Navigating Financial Statements
NFS
  • Gain analytical knowledge and skills

  • Learn to assess the financial health of an organisation

  • Fit your learning neatly around existing commitments

Open
RG146
RG146 Professional Series - Superannuation and Retirement Planning

Our Superannuation and Retirement Planning short course is designed to build upon your existing financial planning knowledge. This is the final module in the RG146 Professional Series.

Open
RG146
RG146 Professional Series - Investments

Our Investments short course is designed to help expand your understanding of making investments on behalf of clients. This is the second module in the RG146 Professional Series.

Open
RG146
RG146 Professional Series - Insurance and Risk Management

Our Insurance and Risk Management short course will support your existing financial planning skills through tailored risk and insurance education. This is the third module in the RG146 Professional Series.

Open
RG146
RG146 Professional Series - Foundations of Financial Planning

Our Foundations of Financial Planning short course will lay a foundation of solid financial planning knowledge for you to begin building your career. This is the first module in the RG146 Professional Series.

Open
RG146
XPLAN Training Course

Xplan remains a preferred tool for financial professionals who aim to streamline their operations, enhance advisory quality, and maintain high standards of client satisfaction and regulatory compliance.

Open
RG146
RG146 Professional Series

This course outlines the knowledge and skills areas required to work in a range of roles in the financial services industry and is great if you’re already working in one of these areas and want to further your knowledge.

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