“What Shane has done for me is to help me see things from a different point of view. Rather that thinking ‘I can’t afford it’ and worrying that I wouldn’t have enough in my retirement, Shane has helped me to see things from the viewpoint of ‘how can I afford it’ and then designed a blueprint to make it happen.“
Shane has worked in the Financial Services Industry since 1998 and has been advising for over fifteen years. Shane focuses on building ongoing relationships with our existing clients to ensure they reach their financial and lifestyle goals. He is passionate about ensuring clients transition to retirement smoothly and are able to realise their retirement goals.
Shane has completed a Bachelor of Science and a Diploma in Education as well as a Diploma of Financial Planning and the Tribeca Self Managed Superannuation Fund Accreditation.
Shane is passionate about helping clients prepare for their retirement by structuring their investments and superannuation to suit their personal needs and preferences. He can also assist with protecting wealth by recommending personal insurance cover.
Shane assists clients who have reached retirement age to set up their retirement income streams and Centrelink benefits if available. By continuing to monitor these arrangements, he provides his clients with the peace of mind to enjoy their retirement.
Shane joined Varria in 2000. Since that time he has enjoyed watching Varria grow into the pre-eminent firm that it is today.
Outside of work Shane enjoys watching his three boys play cricket. He also still enjoys playing the occasional game himself.
Shane’s Authorised Representative No. is 239359.
Advanced Diploma of Financial Services (Financial Planning)
Self Managed Super Fund Accreditation (Kaplan)
Direct Equities Accreditation (Kaplan)
Margin Lending and Geared Investments (Kaplan)
Bachelor of Science
Diploma in Education