SHAY DEANNE DENISON

Financial Adviser Ā· Subiaco, WA

Registered

Registration Number

001270155

Registration Status

Registered

Location

Subiaco, WA 6008

Providing Advice Since

2018

Registration Date

03/12/2018

Financial Services Licensee

OPTIMUS FINANCIAL ADVISORY PTY LTD

Licence #000389663

šŸ“š Qualifications & Training

2000 - B.Com - Accounting & Finance - - Curtin University of Technology
2003 - Graduate Diploma (CA) - - Chartered Accountants Australia & New Zealand
2018 - SMSF Personal Advice - - Pinnacle Financial Services
2024 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

šŸ¢ Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

ā„¹ļø What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.