Shane Jonathon Perry
Financial Adviser in Sandgate, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000344168
- Location
- Sandgate QLD 4017
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 21 January 2010
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services, Kaplan (2008); Certificate IV in Financial Services (Finance and Mortgage Broking), The National Finance Institute (2010); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2011); Advanced Diploma of Financial Planning, Mentor Education (2016)
- 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
- Restriction
- Direct Equities - excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane Jonathon Perry
Shane Jonathon Perry is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sandgate, Queensland (adviser number 000344168).
The licensee Shane advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). The current authorisation started on 21 January 2010.
According to the register, Shane first provided financial advice in 2010. Qualifications and training on file include Diploma of Financial Services (Kaplan, 2008), Certificate IV in Financial Services (Finance and Mortgage Broking) (The National Finance Institute, 2010) and Margin Lending and Geared Investments (Kaplan, 2010).
Shane is authorised to advise 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.
The register adds a condition to this authorisation: “Direct Equities – excludes direct equities advice.”
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Questions people ask
Is Shane Jonathon Perry a registered financial adviser?
Yes. Shane Jonathon Perry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000344168.
Which licensee does Shane Jonathon Perry work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Shane Jonathon Perry 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. It also records this restriction: "Direct Equities - excludes direct equities advice."