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.
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.
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.
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.
Shane was great to deal with, he is prompt and polite and gets it done quickly and with a minimum of fuss. A pleasure to work with Shane and get our advice in place.
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
- Adviser status Gold
- Number of reviews 16
- First year providing advice 2018
- Years of experience 5
- Master of Financial Planning
The Wealth Affect266 Macquarie St
Dubbo, NSW 2830
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning