SHANE PHILLIP DWYER

Financial Adviser ยท Trafalgar, VIC

Registered

Registration Number

000429278

Registration Status

Registered

Location

Trafalgar, VIC 3824

Providing Advice Since

2012

Registration Date

29/11/2019

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

๐Ÿ“š Qualifications & Training

2010 - Diploma of Financial Services (FInancial Planning) - Diploma (AQF 5) - Australian and New Zealand Institute of Insurance and Finance
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Self Managed Superannuation Funds - Other - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.