About
Shane has been a financial adviser since 2018 and has worked in the broader financial services industry for over 15 years. He joined Fitzpatricks in 2021 and is based in Sydney.
Shane enjoys the forward-looking nature of financial planning, which allows him to play a proactive role in shaping his clients’ financial path and future.
An accountant by background, he combines his excellent technical knowledge and ability to unravel complexity to help clients understand what’s truly important to them and guide them to achieve their ideal life.
Shane has a Bachelor of Commerce (Accounting) and holds a Graduate Diploma, Financial Planning. He is a Self-managed Superannuation Fund Specialist Adviser (SMSF SSA) and a member of the SMSF Association.
Qualifications & Memberships
- Bachelor of Commerce (Accounting)
- Graduate Diploma, Financial Planning and Services
- Self-Managed Superannuation Fund Specialist Adviser (SMSF SSA)
- Member of the SMSF Association.