Lauren Shen
Financial Adviser in Ultimo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000305773
- Location
- Ultimo NSW 2007
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 14 October 2022
- First provided advice
- 2006
- Qualifications
- Diploma of Business (Banking and Finance), TAFE NSW (2002); Certificate III in Financial Services (General Insurance), AMP Limited (2006); Diploma of Financial Services (Financial Planning), Tribeca (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); FPC001B Economic and Legal Context for Financial Planning, Kaplan Professional (2021); TFAv2, Kaplan Professional (2026)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- This adviser is not authorised to provide Margin Lending advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lauren Shen
Lauren Shen is a financial adviser in Ultimo, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000305773.
The licensee Lauren advises under is Fiducian Financial Services Pty Ltd (AFS licence 231103). The current authorisation started on 14 October 2022.
According to the register, Lauren first provided financial advice in 2006. Qualifications and training on file include Diploma of Business (Banking and Finance) (TAFE NSW, 2002), Certificate III in Financial Services (General Insurance) (AMP Limited, 2006) and Diploma of Financial Services (Financial Planning) (Tribeca, 2007).
Lauren is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This adviser is not authorised to provide Margin Lending advice.”
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Questions people ask
Is Lauren Shen a registered financial adviser?
Yes. Lauren Shen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305773.
Which licensee does Lauren Shen work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Lauren Shen give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "This adviser is not authorised to provide Margin Lending advice."