Financial Adviser
· SANDGATE, QLD
Shane Jonathon Perry
No disciplinary history on record with ASIC
SANDGATE,
QLD
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000344168
Licensee
Maroochydore, QLD (licence address on ASIC register)
About Shane Jonathon Perry
Shane Jonathon Perry is a financial adviser based in Sandgate, Queensland, with 16 years of experience in the financial services industry since 2010. Shane is currently authorised under Infocus Securities Australia. 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.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Direct Equities - excludes direct equities advice
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services
Kaplan
2010
Certificate IV in Financial Services (Finance and Mortgage Broking)
The National Finance Institute
2010
Margin Lending and Geared Investments
Kaplan
2011
Self Managed Superannuation Funds
Kaplan
2016
Advanced Diploma of Financial Planning
Mentor Education
Registration History
Direct Equities - excludes direct equities advice
Source: ASIC Financial Advisers Register