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- Shane Lenehan
Shane Lenehan
- Name
- Shane Lenehan
- ID
- 327394
- ABN
- –
- First Provided Advice
- 2007
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2003 - Diploma of Financial Services (Financial Planning) - - Tribeca
- 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
- 2012 - Margin Lending and Geared Investments - - Kaplan
- 2015 - Self Managed Superannuation Funds - - Mentor
- 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- AFP - Financial Planner (FPA)
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Synchron Advice Pty Ltd (#243313)
- Commenced
- May 30, 2019
- Ceased
- Sept. 20, 2021
- Status
- Current
- Licence Holder
- Belfast Wealth Advice Pty ltd (#531587)
- Commenced
- Sept. 21, 2021
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- A.c.n. 140 520 225 Pty Ltd (#345905)
- Commenced
- April 28, 2016
- Ceased
- June 27, 2018
- Status
- Ceased
- Licence Holder
- Charter Financial Planning Limited (#234665)
- Commenced
- June 11, 2010
- Ceased
- April 18, 2016
- Status
- Ceased
- Licence Holder
- Myplanner Professional Services Pty Ltd (#425542)
- Commenced
- June 27, 2018
- Ceased
- May 29, 2019
- Status
- Ceased
- Licence Holder
- Peak Financial Partners Pty Ltd (#319711)
- Commenced
- Jan. 6, 2008
- Ceased
- April 30, 2010