About Me

Financial planning is diverse, unique and challenging, so I spend the time to uncover clients' lifestyle and financial goals. Determining what is important to the client is key to everything I do.

Shane has Degrees in Psychology and Education, and an Advanced Diploma of Financial Services (FP), as well as a Certificate from the University of Adelaide for Self Managed Superannuation Funds (SMSF).

Education delivering knowledge to empower is the basis of my approach. This develops a long term relationship, key to clients' unique financial milestones. My specialty includes wealth creation and protection, SMSF development and retirement planning.

I have a young family and and a love for surfing, fishing, and travel. I hope that my children develop the same passion for the ocean.

I provide advice on: financial planning; superannuation strategies and retirement planning; investments and strategic asset allocation; personal insurance; estate planning; Centrelink and other government benefits; budget and cashflow management; savings and term deposits; and ongoing advice and services, including regular portfolio reviews.