Financial Adviser · LISMORE, NSW

Shane Alan Moodie

LISMORE, NSW

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000248145

Currently at

Synchron Advice

Sydney, NSW (firm address)

View firm profile

About Shane Alan Moodie

Shane Alan Moodie is a financial adviser based in Lismore, New South Wales, with 24 years of experience in the financial services industry since 2002. Shane is currently authorised under Synchron Advice. Shane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shane's qualifications include a Advanced Diploma of Financial Planning from Mentor Education. Shane is a member of Financial Services Institute of Australia (FINSIA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation - all authorisation above, excludes Self Managed Superannuation Funds (SMSF) advice

Authorised to provide tax financial advice services

Qualifications and Training

2017

Advanced Diploma of Financial Planning

Mentor Education

2017

Diploma of Financial Services (Financial Planning)

AMP Financial Services

2020

FPC002B Ethics and Professionalism in Financial Advice.

Ethics - Kaplan Higher Education Pty Limited

Registration History

Synchron Advice Pty Ltd

Oct 2019 - Present Current

Superannuation - all authorisation above, excludes Self Managed Superannuation Funds (SMSF) advice

Professional Investment Services Pty Ltd

Sep 2017 - Sep 2019 Ceased

Not authorised to provide advice on Self Managed Super Funds

Financial Wisdom Limited

Aug 2012 - Aug 2017 Ceased

Not authorised to provide personal advice on Standard Margin Lending; SMSF.

Professional Investment Services Pty Ltd

Mar 2010 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register