Shane Thompson Financial Planner Report

Name:
Shane Thompson

Rep Number:
001006093

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2011-09-01 onwards

Licensee
Name:

Number:
000389663

ABN:
72 147 388 574

Appointed By
Name:
Optimus Financial Advisory Pty Ltd

Licence Number:
000389663

ABN:
72 147 388 574

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
AAMC Group
Cert IV FS Finance and Mortgage Broking
FPA
Diploma in Financial Planning
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation

Memberships
Association of Financial Advisers (AFA)
SMSF Association