Shane Michael Finlay
Financial Adviser in Mayfield, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249048
- Location
- Mayfield NSW 2304
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 2001
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), AMP Financial Planning (2006); Diploma of Financial Services (Financial Planning), AMP Limited (2006); Certificate IV Financial Services (Finance/Mortgage Broking), Mortgage & Finance Association of Australia (MFAA) (2009)
- 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
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane Michael Finlay
Shane Michael Finlay is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mayfield, New South Wales (adviser number 000249048).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 1 January 2004.
The register records 2001 as the year Shane first provided financial advice. The qualifications listed for Shane include Advanced Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2006), Diploma of Financial Services (Financial Planning) (AMP Limited, 2006) and Certificate IV Financial Services (Finance/Mortgage Broking) (Mortgage & Finance Association of Australia (MFAA), 2009).
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: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Shane Michael Finlay a registered financial adviser?
Yes. Shane Michael Finlay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249048.
Which licensee does Shane Michael Finlay work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Shane Michael Finlay 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: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."