Shane Owen
Financial Adviser
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About
Shane Owen is an ASIC-registered financial adviser based in Deakin, ACT, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Economics from Macquarie University (1996) and further qualifications including a Certificate IV in Financial Services (Finance/Mortgage Broking) from MFAA (2009), Margin Lending and Geared Investments certification from Kaplan Higher Education (2011), and SMSF expertise from Pinnacle Financial Services Academy (2013), Shane possesses a wealth of knowledge to guide you through your financial journey. Shane is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities. This extensive authorization allows him to create holistic strategies that address all aspects of your financial well-being. Key services offered: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Shane Owen today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Shane Owen provide?
Shane Owen provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities.
What are Shane Owen's qualifications?
Shane Owen holds a Bachelor of Economics from Macquarie University (1996), a Certificate IV in Financial Services (Finance/Mortgage Broking) from MFAA (2009), certification in Margin Lending and Geared Investments from Kaplan Higher Education (2011), and SMSF expertise from Pinnacle Financial Services Academy (2013).
How can Shane Owen help me with retirement planning?
Shane can help you develop a personalized retirement plan that takes into account your financial goals, risk tolerance, and investment timeline. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What is the process for working with Shane Owen?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Shane will then develop a tailored financial plan that addresses your specific needs. He will work with you to implement the plan and provide ongoing support and advice.
Why should I choose Shane Owen as my financial advisor?
Shane Owen offers comprehensive and personalized financial advice based on your unique needs and goals. His extensive qualifications and experience allow him to create effective strategies for building wealth, protecting your assets, and achieving financial security. He is committed to providing ongoing support and guidance to help you stay on track.
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