Shane Thompson – Financial Adviser

Adviser identifying number: 1006093
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: OPTIMUS FINANCIAL ADVISORY PTY LTD
Licence number: 389663
Licensee’s ABN: 72147388574
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/09/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OPTIMUS FINANCIAL ADVISORY PTY LTD
Authorised Representative identifying number: 389663
Authorised Representative’s ABN: 72147388574

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• SMSF Association

Shane Thompson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility