Lara Shearman
STEPPING STONES FINANCIAL PLANNING PTY LTD · Traralgon VIC 3844 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001252932
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative STEPPING STONES FINANCIAL PLANNING PTY LTD (no. 001302872)Since 12 April 2023
- Principal business address
- Traralgon VIC 3844
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTApr 2023 – presentCAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative STEPPING STONES FINANCIAL PLANNING PTY LTD (no. 001302872)
- CEASEDMar 2017 – Apr 2023TOGETHR FINANCIAL PLANNING PTY LTD · AFSL 455010
- CEASEDFeb 2016 – Mar 2017DMG FINANCIAL PLANNING PTY LTD · AFSL 238354
- CEASEDApr 2007 – Dec 2015COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Professional · 2023 · Graduate Diploma (AQF 8)
FPC006 Taxation for Financial Planning
Kaplan Professional · 2022 · Other
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional · 2021 · Other
Graduate Certificate in Applied Finance
Kaplan Professional · 2014
Graduate Certificate in Applied Finance
Kaplan · 2014 · Graduate Certificate (AQF 8)
Diploma of Financial Services (Financial Planning)
Kaplan Professional · 2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional · 2007 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Lara Shearman claims the profile.
Reviews
Not yet reviewed
No client has reviewed Lara Shearman on Souffle yet.
Contacting Lara Shearman
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
STEPPING STONES FINANCIAL PLANNING PTY LTD
Authorised by CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Lara Shearman claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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