Shane Michael Reid
Financial Adviser in Dunsborough, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340230
- Location
- Dunsborough WA 6281
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 21 August 2009
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2009); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); SMSF Course, University of Adelaide (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2022)
- 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, derivatives
- 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 Reid
On the Financial Advisers Register kept by ASIC, Shane Michael Reid appears as a current financial adviser in Dunsborough, Western Australia, adviser number 000340230.
Shane provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 21 August 2009.
According to the register, Shane first provided financial advice in 2009. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2009), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011) and SMSF Course (University of Adelaide, 2013).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “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 Reid a registered financial adviser?
Yes. Shane Michael Reid is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340230.
Which licensee does Shane Michael Reid work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Shane Michael Reid 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; derivatives. 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."