Financial Adviser
· DUBBO, NSW
Shane John Harris
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268800
Shane John Harris is a financial adviser based in Dubbo, New South Wales, with 8 years of experience in the financial services industry. Shane is currently authorised under Lifespan Financial Planning Pty Ltd. Shane 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 Master of Financial Planning from Deakin University. Shane is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Certificate IV in Finance and Mortgage Broking
The National Finance Institute
2018
Accredited Listed Product Adviser Program
Kaplan
2018
Bachelor of Business (Financial Planning) with Distinction
RMIT
2018
TASA and the TPB Code of Professional Conduct
Kaplan
2019
Self Managed Superannuation Funds
Kaplan
2024
SMSF Specialist Advisor (SAA)
SMSF Association
2025
Accredited Aged Care Professional
Aged Care Steps
2025
Margin Lending Specialist
Kaplan Professional
2025
Master of Financial Planning
Deakin University
Registration History
Government Debentures, Stocks or Bonds: class of product only.
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register