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- Shay Deanne Denison
Shay Deanne Denison
- Name
- Shay Deanne Denison
- ID
- 1270155
- ABN
- –
- First Provided Advice
- 2018
- Restrictions
- (a)financial product advice on self-managed superannuation funds; (b)financial product advice on superannuation products in relation to a person'sexisting holding in a superannuation product but only to the extent requiredfor: (i) making a recommendation that the person establish a self-managedsuperannuation fund; (ii) providing advice to the person on contributions orpensions under a superannuation product; or (iii) making death benefitnominations; (c) class of product advice on the following: (i) superannuationproducts; (ii) securities; (iii) simple managed investment schemes; (iv) life riskinsurance products; and (v) basic deposit products; (d) arrange to deal in aninterest in a self-managed superannuation fund.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- B.Com - Accounting & Finance - Curtin University of Technology
- Graduate Diploma (CA) - Chartered Accountants Australia & New Zealand
- SMSF Personal Advice - Pinnacle Financial Services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Chartered Accountants Australia and New Zealand (CA ANZ)
Licencee
- Status
- Ceased
- Licence Holder
- Optimus Financial Advisory Pty Ltd (#389663)
- Commenced
- Dec. 3, 2018
- Ceased
- Oct. 3, 2022
- Status
- Current
- Licence Holder
- Optimus Financial Advisory Pty ltd (#389663)
- Commenced
- Oct. 4, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities