Shane Harris

The Wealth Affect

Gold
6 Yrs Experience
Dubbo, NSW 2830

Shane Harris is a Financial Adviser, an Authorised Representative of Lifespan Financial Planning Pty Ltd (Lifespan) and a sole trader operating under Making It Happen Pty Ltd trading as The Wealth Affect, a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd.

Shane completed his Bachelor of Business (Financial Planning) through the Royal Melbourne Institute of Technology (RMIT University of Melbourne) in 2018 (with Distinction).

Shane holds his internationally recognised ‘Certified Financial Planner’ designation from the Financial Planning Association.

He is currently in the process of completing his Master of Financial Planning through Deakin University.

Shane has also completed a range of industry specific short courses, allowing him to provide specialist advice in areas such as Self-Managed Super Funds and direct equities.

Shane initially entered the financial planning industry as a Client Services Officer in 2014 and, while studying his Bachelor of Business, progressed through a range of roles within the industry, including paraplanner and mortgage broker, until becoming a Financial Adviser in 2018.

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.97
  • Number of reviews 17
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

The Wealth Affect

266 Macquarie St
Dubbo, NSW 2830

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Lifespan Financial Planning

AFSL 229892