Shane O'Brien
Financial Adviser
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About
Shane O'Brien is an ASIC-registered financial adviser based in Erina, NSW, dedicated to helping individuals navigate the complexities of their financial lives and achieve their long-term goals. Shane holds a Bachelor of Commerce from The University of Newcastle (2017) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2022). He has also completed the SuperConcepts Specialist SMSF Online Course at The University of Adelaide (2025), demonstrating his commitment to ongoing professional development. Shane is authorised to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He also specialises in investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. Shane is passionate about providing tailored advice that considers each client's unique circumstances and aspirations. Key services offered include: • Superannuation advice to help you grow your retirement savings • Insurance solutions to protect you and your family from unforeseen events • Retirement planning to ensure a comfortable and secure future • Investment strategies to help you achieve your financial goals • Risk management to protect your assets If you're looking for professional and personalised financial advice, contact Shane O'Brien today to arrange a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Shane O'Brien provide?
Shane O'Brien specialises in superannuation advice, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. He can provide tailored advice to help you achieve your financial goals.
What qualifications does Shane O'Brien have?
Shane holds a Bachelor of Commerce from The University of Newcastle (2017) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2022). He has also completed the SuperConcepts Specialist SMSF Online Course at The University of Adelaide (2025).
What is the first step in working with Shane O'Brien?
The first step is to contact Shane O'Brien to arrange an initial consultation. This allows you to discuss your financial goals and for Shane to understand your current situation.
How can Shane O'Brien help me with my retirement planning?
Shane can help you develop a comprehensive retirement plan that considers your income needs, investment strategies, and superannuation options. He can also assist with managing your retirement savings to ensure a comfortable and secure future.
What can I expect from a financial planning session with Shane O'Brien?
During a financial planning session with Shane, you can expect a thorough assessment of your financial situation, a discussion of your goals and objectives, and a tailored plan to help you achieve them. Shane will explain complex concepts in a clear and understandable manner and provide ongoing support.
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