SHANE THOMPSON (Adviser# 001006093) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 1, 2011.
Register Name | Financial Advisers |
Adviser Name | SHANE THOMPSON |
Adviser Number | 001006093 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1995 |
Financial Service (AFS) Licence |
Licence# 000389663 OPTIMUS FINANCIAL ADVISORY PTY LTD |
Licence ABN | 72147388574 |
Adviser Start Date | 2011-09-01 |
Appointing Representative Name | OPTIMUS FINANCIAL ADVISORY PTY LTD |
Appointing Representative Number | 000389663 |
Appointing Representative ABN | 72147388574 |
Memberships |
Association of Financial Advisers (AFA) SMSF Association |
|
Qualification / Degree | Institute / School |
---|---|
Cert IV FS Finance and Mortgage Broking | AAMC Group |
Diploma in Financial Planning | FPA |
SMSF Specialist Advisor (SSA) Accreditation | SMSF Association |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000389663 | OPTIMUS FINANCIAL ADVISORY PTY LTD | 2011-09-01 - | OPTIMUS FINANCIAL ADVISORY PTY LTD |
000253120 | REGENCY SERVICES (WA) PTY LTD | 2009-07-01 - 2012-06-30 |
Licence Name | OPTIMUS FINANCIAL ADVISORY PTY LTD |
Licence Number | 000389663 |
Licence ABN | 72147388574 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
JASON GRAHAM MCNAUGHTON | Optimus Financial Advisory Pty Ltd | Current | 2016-10-19 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
JASON GRAHAM MCNAUGHTON | Optimus Financial Advisory Pty Ltd | Current | 2016-10-19 |
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Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
Jurisdiction | Australia |
Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.