Financial Adviser · PORT FAIRY, VIC

Shane Lenehan

19 Years experience

Tax advice
authorised

Currently at

Port Fairy, VIC

View firm profile

ASIC Registered · ADV 000327394

Shane Lenehan is a financial adviser based in Port Fairy, Victoria, with 19 years of experience in the financial services industry. Shane is currently authorised under Belfast Wealth Advice 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Shane is a member of AFP - Financial Planner (FPA), 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

2003

Diploma of Financial Services (Financial Planning)

Tribeca

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Margin Lending and Geared Investments

Kaplan

2015

Self Managed Superannuation Funds

Mentor

2021

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

2025

SMSF Association Specialist Accreditation Program

SMSF Association

Registration History

Belfast Wealth Advice Pty Ltd

Sep 2021 - Present Current

Synchron Advice Pty Ltd

May 2019 - Sep 2021 Ceased

MYPLANNER PROFESSIONAL SERVICES PTY LTD

Jun 2018 - May 2019 Ceased

Advice on superannuation includes Self-Managed Superannuation

A.C.N. 140 520 225 PTY LTD

Apr 2016 - Jun 2018 Ceased

Charter Financial Planning Limited

Jun 2010 - Apr 2016 Ceased

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

PEAK FINANCIAL PARTNERS PTY LTD

Jan 2008 - Apr 2010 Ceased

Source: ASIC Financial Advisers Register