SHANE THOMPSON


Licensee: OPTIMUS FINANCIAL ADVISORY PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • SHANE THOMPSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name OPTIMUS FINANCIAL ADVISORY PTY LTD
Licence Number 000389663
Licence ABN 72147388574

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JASON GRAHAM MCNAUGHTON Optimus Financial Advisory Pty Ltd Current 2016-10-19

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JASON GRAHAM MCNAUGHTON Optimus Financial Advisory Pty Ltd Current 2016-10-19

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Dataset Information


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.