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.