SHANE JOHN HARRIS
Financial Adviser · Dubbo, NSW
📚 Qualifications & 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
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.