Shane Alan Moodie
Financial Adviser in Lismore, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248145
- Location
- Lismore NSW 2480
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 1 October 2019
- First provided advice
- 2002
- Qualifications
- Advanced Diploma of Financial Planning, Mentor Education (2017); Diploma of Financial Services (Financial Planning), AMP Financial Services (2017); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2020)
- Memberships
- Financial Services Institute of Australia (FINSIA)
- 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
- Restriction
- Superannuation - all authorisation above, excludes Self Managed Superannuation Funds (SMSF) advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane Alan Moodie
Shane Alan Moodie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Lismore, New South Wales (adviser number 000248145).
Shane provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 1 October 2019.
The register records 2002 as the year Shane first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Planning (Mentor Education, 2017), Diploma of Financial Services (Financial Planning) (AMP Financial Services, 2017) and FPC002B Ethics and Professionalism in Financial Advice. (Kaplan Higher Education Pty Limited, 2020). Shane is recorded as a member of Financial Services Institute of Australia (FINSIA).
Shane is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation – all authorisation above, excludes Self Managed Superannuation Funds (SMSF) advice.”
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Questions people ask
Is Shane Alan Moodie a registered financial adviser?
Yes. Shane Alan Moodie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248145.
Which licensee does Shane Alan Moodie work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Shane Alan Moodie 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. It also records this restriction: "Superannuation - all authorisation above, excludes Self Managed Superannuation Funds (SMSF) advice."