Senior Financial Adviser
Shane joined Henry Financial Group Pty Ltd in October 2018 as a Senior Financial Adviser.
With over 18 years in the Financial Services industry, Shane held investment specialist roles with leading Australian investment management businesses including Macquarie Bank, HFA Asset Management, and Perennial Investment Partners. He then made the move over to Financial Advising in 2014.
Developing his passion for investment markets while completing his Bachelor of Business at QUT, he continues to have a strong interest in investment theory and chairs the Henry Financial Group Pty Ltd Investment Committee.
As well as his Bachelor of Business, Shane has completed his Diploma of Financial Planning, is in the process of finalising his Advanced Diploma of Financial Planning, and also holds the following accreditations:
- Comprehensive Authority as an Authorised Representative of Charter Financial Planning Ltd;
- Adviser in the areas of ASX listed securities and Self-Managed Super Funds (SMSF);
- FPA (Financial Planning Association) membership.
Married with four beautiful children, Shane and his family live in the northern suburbs of Brisbane with their two Rhodesian Ridgebacks, Frankie and Nala.