Shane Peters

  • 0882602687

A principal member of the firm, Shane’s 25 years of proven experience in the financial sector sets his clients on the path to success. An acumen for all that is financial, he is a specialist in the extensive areas listed below. His expertise, combined with his passion to secure the best advice and solutions for

Authorised Representative No. 235935

Shane specialises in giving advice in the following disciplines:

  • Guidance on budgeting and goal setting
  • Savings and wealth creation strategies
  • Risk and Insurance analysis
  • Investment planning
  • Superannuation and Retirement planning
  • Centrelink planning
  • Business succession planning
  • Debt management
  • Estate planning

Together with Kristie they have 2 teenage children and in his spare time Shane enjoys being actively involved in sport, playing competition table tennis and power lifting.