Financial Adviser
· BALCATTA, WA
Anthony Shear
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248684
Anthony Shear is a financial adviser based in Balcatta, Western Australia, with 28 years of experience in the financial services industry. Anthony is currently authorised under Sentry Advice Pty Ltd. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their 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
GPL (VIC) PTY LTD
GUARDIANFP PTY LIMITED
CAMWAL PTY LIMITED
Source: ASIC Financial Advisers Register