Financial Adviser · BALCATTA, WA

Anthony Shear

BALCATTA, WA

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000248684

Currently at

Odyssey Financial Services (Wa)

Sydney, NSW (firm address)

View firm profile

Anthony Shear is a financial adviser based in Balcatta, Western Australia, with 28 years of experience in the financial services industry since 1998. Anthony is currently authorised under Sentry Advice, operating through Odyssey Financial Services (Wa). Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia Limited. Anthony is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

Financial Planning Association of Australia Limited

2011

Margin Lending and Geared Investments

Kaplan Education Pty Limited

2021

FPE016 Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

Registration History

Sentry Advice Pty Ltd

Apr 2021 - Present Current

GPL (VIC) PTY LTD

Sep 2012 - Apr 2021 Ceased

GUARDIANFP PTY LIMITED

Sep 2010 - Sep 2012 Ceased

CAMWAL PTY LIMITED

Aug 2007 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register