- Certified Financial Planner, with top-level industry qualifications.
- Wealth Management expert with 20 years’ experience.
- Specialises in strategic investment planning; custodial portfolios with direct and managed investments, including pre and post retirement planning.
- Works closely with clients and their associated professionals to develop enduring investment solutions.
- Extensive experience as an adviser, financial services industry trainer and mentor many leading financial institutions, including: ASB bank and Forsyth Barr.
- Diploma in Finance, Diploma in Education
- B.A. from Auckland University
- Shane is married and enjoys watching his four boys play rugby, and staying fit.
Shane is an Authorised Financial Adviser, regulated by the Financial Markets Authority.