Shay Deanne Denison is a financial adviser based in Subiaco, Western Australia, with 8 years of experience in the financial services industry since 2018. Shay is currently authorised under Optimus Financial Advisory, operating through Optimus Super Advisory. Shay holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Shay's qualifications include a Graduate Diploma (CA) from Chartered Accountants Australia & New Zealand. Shay is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Restrictions: (a)financial product advice on self-managed superannuation funds; (b)financial product advice on superannuation products in relation to a person'sexisting holding in a superannuation product but only to the extent requiredfor: (i) making a recommendation that the person establish a self-managedsuperannuation fund; (ii) providing advice to the person on contributions orpensions under a superannuation product; or (iii) making death benefitnominations; (c) class of product advice on the following: (i) superannuationproducts; (ii) securities; (iii) simple managed investment schemes; (iv) life riskinsurance products; and (v) basic deposit products; (d) arrange to deal in aninterest in a self-managed superannuation fund.
Authorised to provide tax financial advice services
Registration History
Oct 2022 - Present
Current
(a)financial product advice on self-managed superannuation funds; (b)financial product advice on superannuation products in relation to a person'sexisting holding in a superannuation product but only to the extent requiredfor: (i) making a recommendation that the person establish a self-managedsuperannuation fund; (ii) providing advice to the person on contributions orpensions under a superannuation product; or (iii) making death benefitnominations; (c) class of product advice on the following: (i) superannuationproducts; (ii) securities; (iii) simple managed investment schemes; (iv) life riskinsurance products; and (v) basic deposit products; (d) arrange to deal in aninterest in a self-managed superannuation fund.
Dec 2018 - Oct 2022
Ceased
(a) financial product advice on self-managed superannuation funds; (b) financial product advice on superannuation products in relation to a person's existing holding in a superannuation product but only to the extent required for: (i) making a recommendation that the person establish a self-managed superannuation fund; (ii) providing advice to the person on contributions or pensions under a superannuation product; or (iii) making death benefit nominations; (c) class of product advice on the following: (i) superannuation products; (ii) securities; (iii) simple managed investment schemes; (iv) life risk insurance products; and (v) basic deposit products; (d) arrange to deal in an interest in a self-managed superannuation fund.
Source: ASIC Financial Advisers Register