About Us

Who We Are

working with us

The Wealth Affect is a locally owned and operated financial planning firm located in Dubbo in regional NSW, servicing clients both locally, and across Australia.

Our small firm is built on a foundation of customer service, real world experience, and high quality education, providing our clients with peace of mind that they are in safe hands when it comes to managing their finances.

For more information on our services and the process we undertake to assist our clients, head on over to our working with us page, or contact us to book an appointment.

Want to hear what our clients have to say? Check out our client testimonials page.

Who We Are

About Our Organisation

OUR TEAM

your finance specialist in dubbo and surrounds
Shane Harris - Financial Adviser

shane harris

Certified Financial Planner® - Holistic Personal Financial Advice

Shane entered the Financial Planning industry in 2014 after facing his own financial difficulties and quickly discovering there was a lack of skilled advisers available (especially who would deal with younger clients). 

While studying, he undertook a number of roles ranging from Client Services Officer, Paraplanner, Mortgage Broker, and eventually stepped into the role of Financial Adviser.

In 2021, Shane partnered with Rodney Cox and The Wealth Affect was born. While Rodney had been providing advice around Life Insurance products for many years, Shane’s addition expanded the advice capabilities of the firm to include areas such as superannuation, retirement planning, Centrelink, and Aged Care advice.

Shane now splits his time between helping his advice clients within The Wealth Affect and operating as a freelance paraplanner, assisting other Financial Advisers with product modelling, financial projections, technical and strategic advice, advice document creation. 

  • Master of Financial Planning (Deakin University – currently undertaking)
  • Accredited SMSF Association Specialist (SMSF Association – currently undertaking)
  • FAAA Aged Care Specialist (FAAA 2023)
  • Accredited Aged Care Professional – AACP (Aged Care Steps 2023)
  • Certified Financial Planner (FAAA 2022)
  • Financial Adviser Exam (FASEA 2020)
  • Self Managed Superannuation Funds (Kaplan 2019)
  • Bachelor of Business (Financial Planning) with Distinction (RMIT 2018)
  • Accredited Listed Product Adviser Program (Kaplan 2018)
  • TASA and the TPB Code of Professional Conduct (Kaplan 2018)
  • Certificate IV in Finance and Mortgage Broking (2016)
  • CFP member of the Financial Advice Association Australia (FAAA)
  • Individual Adviser membership with the Responsible Investment Association Australasia (RIAA)
  • Associate member of the Self Managed Super Fund Association 

Shane is authorised to provide advice regarding the following financial products:

  • Deposit and Payment Products
  • Government Debentures, Stocks or Bonds
  • Life Products
  • Managed Investment Schemes
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Self-Managed Superannuation Funds
  • Financial Planning Association of Australia (FPA) Western Division Chapter Committee Member (2018 – 2023 when FPA merged to FAAA).
  • Founding member of the XY+ Adviser Community (#85)
  • Top Three – 2023 Three Best Rated’s Best Financial Services in Dubbo
  • Top Three – 2022 Three Best Rated’s Best Financial Services in Dubbo
  • 2nd Place – 2018 AMP University Challenge 
  •  Finalist – 2016 NSW Young Achievers Awards

Shane Harris is an Authorised Representative (ASIC NO. 1268800) of Lifespan Financial Planning AFSL No. 229892 

MoneySmart’s Financial Adviser Register

Shane Harris Authorised Representative #1268800

Rodney Cox - headshot

rodney cox

Risk (Personal Insurance) Only Advice

Rodney started out in the industry way back in 1989, working for Colonial Mutual before becoming a multi-agent in the early 90s.  He worked as a Business Development Manager for MMI from 1992 until 1995 when they were acquired by Allianz.

Following government changes around who was able to provide Life Product advice, Rodney became an Authorised Representative in 2004, allowing him to provide ongoing Life Product advice to his clients.

Rodney now splits his time between helping his Life Product clients within The Wealth Affect and operating his general insurance business, MIH Insurance Brokers.

  • Financial Adviser Exam (FASEA 2022)
  • 921 Managed Investments & Skills (Kaplan 2013)
  • Diploma in Financial Services (Northern Group Training 2004)
  • Policy Statement 146 Knowledge Assessment (Integratec 2002)
  • Association of Financial Advisers (AFA)o.

Rodney is authorised, and chooses to provide advice regarding the following financial products:

  • Life Products

Rodney Cox is an Authorised Representative (ASIC NO. 274004) of Lifespan Financial Planning AFSL No. 229892

MoneySmart’s Financial Adviser Register

Rodney Cox Authorised Representative #274004

 

LATEST FINANCIAL INSIGHTS

The Wealth Affect makes the list of Top 3 Financial services Providers in Dubbo for 2023!

The Wealth Affect makes the list of Top 3 Financial services Providers in Dubbo for 2023!
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2023 Vanguard Index Chart: The real value of time

It's that time of the year! Vanguard has released their new Index Chart
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The Wealth Affect nominated in 2023 Dubbo chamber Rhino Awards

The Wealth Affect is privileged to have been nominated in multiple categories for the 2023 Dubbo Chamber Rhino Awards!
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Important Information

Our Financial Services Guide, Adviser Profiles, and Privacy Policy can be found on our Important Information page.

This page contains information that is for Australian Residents only.

Making It Happen Pty Ltd trading as The Wealth Affect is an Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL 229892

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