Shane Phillip Dwyer
Financial Adviser in Trafalgar, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000429278
- Location
- Trafalgar VIC 3824
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 29 November 2019
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (FInancial Planning), Australian and New Zealand Institute of Insurance and Finance (2010); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Self Managed Superannuation Funds, Kaplan Professional (2015); Graduate Diploma of Financial Planning, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane Phillip Dwyer
Shane Phillip Dwyer is a financial adviser in Trafalgar, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000429278.
The licensee Shane advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 29 November 2019.
According to the register, Shane first provided financial advice in 2012. Qualifications and training on file include Diploma of Financial Services (FInancial Planning) (Australian and New Zealand Institute of Insurance and Finance, 2010), Advanced Diploma of Financial Planning (Kaplan Professional, 2015) and Self Managed Superannuation Funds (Kaplan Professional, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Shane is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Shane Phillip Dwyer a registered financial adviser?
Yes. Shane Phillip Dwyer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000429278.
Which licensee does Shane Phillip Dwyer work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Shane Phillip Dwyer give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.