Financial Adviser
· TRAFALGAR, VIC
Shane Phillip Dwyer
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000429278
Shane Phillip Dwyer is a financial adviser based in Trafalgar, Victoria, with 14 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (FInancial Planning)
Australian and New Zealand Institute of Insurance and Finance
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Self Managed Superannuation Funds
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks, or Bonds: class of product only. Securities: class of product only.
Source: ASIC Financial Advisers Register