Anthony Shear
Financial Adviser in Balcatta, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248684
- Location
- Balcatta WA 6021
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 19 April 2021
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia Limited (2001); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); FPE016 Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Shear
Anthony Shear is a financial adviser in Balcatta, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000248684.
Advice is given under the Australian financial services licence of Sentry Advice Pty Ltd, licence number 227748. The current authorisation started on 19 April 2021.
According to the register, Anthony first provided financial advice in 1998. The qualifications listed for Anthony include Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2001), Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011) and FPE016 Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2021). Anthony is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anthony Shear a registered financial adviser?
Yes. Anthony Shear is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248684.
Which licensee does Anthony Shear work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Anthony Shear give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.