SHANE LENEHAN
Financial Adviser · Port Fairy, VIC
📚 Qualifications & 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 - Bridging Course - Ethics - Kaplan
2025 - SMSF Association Specialist Accreditation Program - Professional Designations - SMSF Association
🏢 Professional Memberships
AFP - Financial Planner (FPA)
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.