Shane Harris

The Wealth Affect

Gold

6 Yrs Experience

Dubbo, NSW 2830

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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.

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

5.00 July 2024

My experience with Shane and his team has always been positive and supportive. I have reached goals that I thought were dreams from following Shane’s advice. I recommend The Wealth Affect to anyone.

4.75 February 2024

Shane and his team have been wonderful to deal with, nothing has been unreasonable.

I’ve recommended Shane to my friends.

Shane is very knowledgeable with what he does and listens to my concerns

As this has been a new experience for me, I’ve found Shane has guided me on the right path.

I’m more than happy with Shane’s attention to detail.

I find my money and investments are in good hands

Regards

Leanne Ferris

5.00 May 2023

Shane was great to deal with and provided clear advice in a professional manner and has always been available to fit meetings in with our busy schedule.

5.00 April 2023

Shane's easy professionalism was very engaging and naturally reassuring. I was trusting him with my financial future and his respectful acknowledgment was appreciated. He answered all questions and helped prompt my thinking. I feel like I have a trusted partner in planning for my future.

5.00 December 2022

Me, as an average pension, not having a 'sheep station' for investment, have been made to feel that I am just as important as the person who does have that sheep station. Being a 'local bloke' also goes a long way.