Financial Adviser
· DALBY, QLD
Shane John Lee
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000243595
Shane John Lee is a financial adviser based in Dalby, Queensland, with 28 years of experience in the financial services industry. Shane is currently authorised under Capstone 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 Certified Financial Planner from Financial Planning Association. Shane 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
1999
Bachelor of Commerce
University of Southern Queensland
2001
Diploma of Financial Planning
Financial Planning Association/Deakin University
2004
Certified Financial Planner
Financial Planning Association
2010
Self Managed Superannuation FUnds
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register