Financial Adviser · ULTIMO, NSW

Lauren Shen

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000305773

Lauren Shen is a financial adviser based in Ultimo, New South Wales, with 20 years of experience in the financial services industry. Lauren is currently authorised under Fiducian Financial Services Pty Ltd. Lauren 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional.

Authorised to Advise On

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

Restrictions: This adviser is not authorised to provide Margin Lending advice.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Business (Banking and Finance)

TAFE NSW

2006

Certificate III in Financial Services (General Insurance)

AMP Limited

2007

Diploma of Financial Services (Financial Planning)

Tribeca

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2021

FPC001B Economic and Legal Context for Financial Planning

Kaplan Professional

2026

TFAv2

Other - Kaplan Professional

Registration History

Fiducian Financial Services Pty Ltd

Oct 2022 - Present Current

This adviser is not authorised to provide Margin Lending advice.

Charter Financial Planning Limited

May 2012 - Dec 2019 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jun 2008 - May 2012 Ceased

Source: ASIC Financial Advisers Register