Shane Lee CFP®
About Me
Shane is a Certified Financial Planner® with over 30 years experience in banking and finance backed by a Bachelor Commerce and a Diploma of Financial Planning.
Shane joined BMO in 2002 where he helped established the financial planning and become a Director of BMO Financial Solutions. He provides a range of services including wealth creation strategies, investment planning, budgeting, life insurance and aged care planning.
Shane and wife Barb have two daughters, and outside of work he enjoys training for the next triathlon event.
Areas of Focus
- Aged care
- Estate planning
- Investments
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 26 Years
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Licensed By Capstone Financial Planning Pty Ltd