Financial Adviser
· SUBIACO, WA
Shane Thompson
No disciplinary history on record with ASIC
SUBIACO,
WA
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006093
Shane Thompson is a financial adviser based in Subiaco, Western Australia, with 31 years of experience in the financial services industry since 1995. Shane is currently authorised under Optimus Financial Advisory. Shane holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Shane's qualifications include a Diploma in Financial Planning from FPA. Shane is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma in Financial Planning
FPA
2008
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2009
Cert IV FS Finance and Mortgage Broking
AAMC Group