Shane Thompson
Financial Adviser in Subiaco, Western Australia, Australia
Review Shane Thompson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001006093
- Location
- Subiaco WA 6008
- Licensee
- Optimus Financial Advisory Pty Ltd (AFSL 389663)
- Authorised since
- 1 September 2011
- First provided advice
- 1995
- Qualifications
- Diploma in Financial Planning, FPA (2003); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2008); Cert IV FS Finance and Mortgage Broking, AAMC Group (2009)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane Thompson
On the Financial Advisers Register kept by ASIC, Shane Thompson appears as a current financial adviser in Subiaco, Western Australia, adviser number 001006093.
Advice is given under the Australian financial services licence of Optimus Financial Advisory Pty Ltd, licence number 389663. The current authorisation started on 1 September 2011.
According to the register, Shane first provided financial advice in 1995. The qualifications listed for Shane include Diploma in Financial Planning (FPA, 2003), SMSF Specialist Advisor (SSA) Accreditation (SMSF Association, 2008) and Cert IV FS Finance and Mortgage Broking (AAMC Group, 2009). Shane is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Shane is authorised to advise on superannuation, securities, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Shane Thompson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Shane Thompson a registered financial adviser?
Yes. Shane Thompson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006093.
Which licensee does Shane Thompson work under?
Optimus Financial Advisory Pty Ltd, Australian financial services licence 389663.
What can Shane Thompson give advice on?
The register lists these advice areas: superannuation; securities; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.