Shane Finlay
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Shane Finlay is an ASIC-registered financial adviser dedicated to helping individuals and families in Mayfield, NSW, and beyond achieve their financial goals. With an Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Planning and a Diploma of Financial Services (Financial Planning) from AMP Limited, both earned in 2006, Shane possesses a strong foundation in financial planning principles. Further enhancing his expertise, he also holds a Certificate IV in Financial Services (Finance/Mortgage Broking) from the Mortgage & Finance Association of Australia (MFAA), obtained in 2009. Shane is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive tailored solutions to meet their unique needs. His areas of expertise include superannuation, insurance, wealth management, and retirement planning. Shane also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Shane today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Shane Finlay offer?
Shane Finlay provides comprehensive financial advice encompassing superannuation, insurance, wealth management, and retirement planning. He can assist with investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Shane Finlay hold?
Shane Finlay holds an Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Planning, a Diploma of Financial Services (Financial Planning) from AMP Limited, and a Certificate IV in Financial Services (Finance/Mortgage Broking) from the Mortgage & Finance Association of Australia (MFAA).
What is Shane Finlay's process for helping clients?
Shane begins with an initial consultation to understand your financial situation, goals, and risk tolerance. He then develops a personalized financial plan tailored to your specific needs. Regular reviews and adjustments ensure your plan remains aligned with your evolving circumstances.
What should I expect during my first meeting with Shane Finlay?
During your first meeting, Shane will focus on understanding your current financial position, future goals, and any concerns you may have. This is an opportunity for you to ask questions and determine if Shane is the right financial advisor for you.
How can Shane Finlay help me plan for retirement?
Shane can help you develop a retirement plan that considers your desired lifestyle, income needs, and risk tolerance. He can advise on superannuation strategies, investment options, and strategies for generating income in retirement.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.