Shane Harris

The Wealth Affect

Silver
4 Yrs Experience
Dubbo, NSW 2830

Recent reviews

The Wealth Affect

266 Macquarie St
Dubbo, NSW 2830

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 12
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Licensed by

Lifespan Financial Planning

AFSL 229892

4.95
12 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 12

Sort by

4.75

"Shane was able to give us advice on our shares and investments. We found Shane easy to talk to and Shane explained everything in an easy way. We feel very confident that the advice given was right for our needs. We received full care and attention when needed. Geoff"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane’s advice has made me confident to face my retirement knowing by following his advice , I will have a financially secure future. The information provided was easy to follow, organised step by step for me . Options I had no idea about . Shane went out of his way to ensure I was happy."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I wasn't happy with my financial position and was looking for an adviser. My tax accountant recommended Shane. Had a meeting with Shane. He asked my current situation and where I wanted to be, so we made a plan to achieve that goal. Since then, things have gone along smoothly. If I have any questions, he is always contactable."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We recently interacted with Shane to help us sort our our financial future, including superannuation, tax incentives and shares just to mention a few. Shane explained the existing things we have in place and what our options were. He spoke to us in a clear manner, we could understand what he was proposing. We are very confident to listen to Shane's advice as he showed great knowledge and experience and he could understand our needs. We look forward to continually working with Shane over the years to come."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I engaged Shane Harris at Wealth Affect to sell some shares on behalf of my mother. Shane went well beyond his duty to do the necessary work to set up an account to sell. He was excellent in his communication with me, very clear and concise with his intentions and worked tirelessly to get it done. Selling the shares as a POA presented some challenges. Shane was accurate in pinpointing what had to be done, efficient in his work and a great fella to deal with. Thanks again Shane, highly recommended."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane has given me advice on superannuation and investments. Shane is very capable at explaining things very clearly. I feel confident that through Shane's knowledge and experience, he has given me the advice necessary to reach my financial goals. I would recommend Shane at The Wealth Affect for anyone needing advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"On the retirement of my former financial adviser I made several enquiries for a replacement and decided on The Wealth Affect to handle my financial situation. I am very happy with the professional way Shane has put in place a portfolio which I find is both beneficial and practical."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane was able to advise me on a superannuation fund that was much more suitable and profitable for my needs. I was able to clearly understand everything he explained to me and wouldn't hesitate in recommending him to anyone thats in the market for advise."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane was able to advise me on getting a better superannuation policy he provided me with a very detailed portfolio that was very clear and easy to understand. Thankyou shane for all the work you have done and i have no hesitation to recommending him to anybody."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks Shane, you really helped us make sense of what we felt was a confusing area for us. You clearly showed us what options we had available, which gave us a sense of control. The information was clear and simple which helped us to feel comfortable in making financial decisions for our future."

  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2018

Master of Financial Planning

Level
9 - Masters Degree
Institution
Deakin University
Completed
2020

Tax Agents Services Act (TASA) 2009 and the TPB Code of Professional Conduct

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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