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Lara Shearman

Stepping Stones Financial Planning Pty Ltd

Bronze
18 Yrs Experience
Melbourne, VIC 3000

Lara Shearman has been a Financial Adviser since 2007 and aims to provide useful advice, to as many people as possible regardless of your age or life stage.

Lara is a warm, caring and trustworthy person who intends to ensure that her clients feel supported and informed every step of the way.

Lara will simplify the Financial Advice process, as she enjoys helping people understand their options and make the best decisions for their circumstances.

Stepping Stones offers the full spectrum of Financial Advice.

We are based in Traralgon and proudly service the Latrobe Valley.

We support people seeking simple solutions, basic strategies and one-off advice.

We are specialists in complex and comprehensive advice requiring a structured approach to ongoing service, portfolio monitoring and Centrelink support. We tailor solutions to your circumstances, ensuring that you understand the advice provided to you and feel confident in your financial future.

We are not affiliated with any superannuation funds or product providers.

If you wish to understand how we may be of service to you, there is no cost for your initial consultation.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualifications
    • Graduate Certificate in Applied Finance
    • Graduate Diploma of Financial Planning
    • Graduate Certificate in Applied Finance
  • Language spoken
    • English

Stepping Stones Financial Planning Pty Ltd

Level 1, 607 Bourke St
Melbourne, VIC 3000

Opening hours

  • 9:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135