Shane Harris

Financial Adviser

ASIC adviser number:
001268800
Qualifications and training:

2016, Certificate IV in Finance and Mortgage Broking, Certificate (AQF 1-4), The National Finance Institute
2018, Accredited Listed Product Adviser Program, Certificate (AQF 1-4), Kaplan
2018, Bachelor of Business (Financial Planning) with Distinction, Bachelor Degree (AQF 7), RMIT
2018, TASA and the TPB Code of Professional Conduct, Certificate (AQF 1-4), Kaplan
2019, Self Managed Superannuation Funds, Certificate (AQF 1-4), Kaplan
2024, SMSF Specialist Advisor (SAA), Professional Designations, SMSF Association
2025, Accredited Aged Care Professional, Certificate (AQF 1-4), Aged Care Steps
2025, Margin Lending Specialist, Certificate (AQF 1-4), Kaplan Professional
2025, Master of Financial Planning, Masters Degree (AQF 9), Deakin University

When adviser first provided advice:
2018
Membership of professional associations:

Financial Advice Association of Australia (FAAA)
SMSF Association

Disciplinary action by ASIC:
None
Location:
266 Macquarie St
Dubbo  NSW  2830
AFS licence holder name:
Lifespan Financial Planning Pty Ltd
AFS licence number:
000229892
Licence controlled by:
Castleguard Trust
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».