Data sourced from ASIC Financial Advisers Register
Financial Adviser · TRARALGON, VIC

Lara Shearman

TRARALGON, VIC
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001252932
Practice
Stepping Stones Financial Planning
Traralgon, VIC (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About Lara Shearman

Lara Shearman is a financial adviser based in Traralgon, Victoria, with 19 years of experience in the financial services industry since 2007. Lara works at Stepping Stones Financial Planning, which is licensed through Capstone Financial Planning. Lara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lara's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Graduate Certificate in Applied Finance
Kaplan Professional
2014
Graduate Certificate in Applied Finance
Kaplan
2021
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
2022
FPC006 Taxation for Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Apr 2023 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Togethr Financial Planning Pty Ltd
Mar 2017 - Apr 2023 Ceased
Dmg Financial Planning Pty Ltd
Feb 2016 - Mar 2017 Ceased
Commonwealth Financial Planning Limited
Apr 2007 - Dec 2015 Ceased

Source: ASIC Financial Advisers Register