Shane Downey

Wealth Management Adviser

  • 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.

Shane Downey

Level 1, 554 Victoria Street
PO Box 19181
Hamilton 3244

P: 07 834 2891

shane.downey@advicefirst.co.nz

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