Important Information

Shane Harris

Licencing details

Authority to provide Financial Advice services

As a Financial Adviser, Shane must be appointed as an Authorised Representative of an Australian Financial Services Licensee (AFSL). Shane is authorised to provide financial advice by Lifespan Financial Planning Pty Ltd.

Shane's licensing details are as follows:

Authorised Representative 1268800
Making it Happen Pty Ltd t/as The Wealth Affect
Authorised Representative of Lifespan Financial Services Pty Ltd Australian Financial Services Licensee No 229892

Full details of his authorisation can be found on the MoneySmart Financial Adviser Register (FAR) by clicking on the following link:

MoneySmart’s Financial Adviser Register

Important Documents

Under section 7.7 of the Corporations Act 2001, when it becomes apparent that we will be providing a client with financial product advice we are required to provide them with a Financial Services Guide (FSG). This guide contains information on the financial service offered, the fees charged, and how the we will deal with complaints.

A copy of our FSG, and our individual Financial Adviser Profiles can be found below:

FSG Part A – Issue Date 8 December  2023

FSG Part B – Adviser Profile – Shane Harris – Issue Date 8 December 2023

We have also adopted a Privacy Policy in line with Lifespan Financial Planning Pty Ltd (our AFSL provider) – this can be reviewed on their public website using this link

Rodney Cox

Licencing details

Authority to provide Financial Advice services

As a Financial Adviser, Rodney must be appointed as an Authorised Representative of an Australian Financial Services Licensee (AFSL). Rodney is authorised to provide financial advice by Lifespan Financial Planning Pty Ltd.

Rodney's licensing details are as follows:

Authorised Representative 274004
Making it Happen Pty Ltd t/as The Wealth Affect
Authorised Representative of Lifespan Financial Services Pty Ltd Australian Financial Services Licensee No 229892

Full details of his authorisation can be found on the MoneySmart Financial Adviser Register (FAR), or by following the link below and searching for Rodney Cox:

MoneySmart’s Financial Adviser Register

Important Documents

Under section 7.7 of the Corporations Act 2001, when it becomes apparent that we will be providing a client with financial product advice we are required to provide them with a Financial Services Guide (FSG). This guide contains information on the financial service offered, the fees charged, and how the we will deal with complaints.

A copy of our FSG, and our individual Financial Adviser Profiles can be found below:

FSG Part A – Issue Date 8 December  2023

FSG Part B – Adviser Profile – Rodney Cox – 8 December 2023

We have also adopted a Privacy Policy in line with Lifespan Financial Planning Pty Ltd (our AFSL provider) – this can be reviewed on their public website using this link

This page contains information that is for Australian Residents only.

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