Shane Perry

Infocus Securities Australia Pty Ltd

Silver
12 Yrs Experience
Sandgate, QLD 4017

Recent reviews

Infocus Securities Australia Pty Ltd

Suite 1, 8 Brighton Road
Sandgate, QLD 4017

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Shane tailored our financial plan that has helped us not only save tax but build wealth. We feel very confident know that our family is also protected if something was to happen to myself or my wife. His knowledge and service is exceptional and I had him look after my Parents who he has helped transition into retirement. He has also helped out my Brother and a number of my employees."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Growing Assets
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
The National Finance Institute (NFI)
Completed
2010

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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