Shane Pinkerton
Financial Adviser
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About
Shane Pinkerton is an ASIC-registered financial adviser dedicated to helping clients in New Lambton, NSW, and across Australia achieve their financial goals. With an Advanced Diploma of Financial Planning from Deakin University (2005) and further studies in Margin Lending & Geared Investments and SMSF through Kaplan (2010), Shane possesses a strong foundation of knowledge and expertise. As a member of the Financial Advice Association of Australia (FAAA), Shane adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Shane can also provide advice and services relating to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Shane's commitment to ongoing professional development ensures he remains at the forefront of industry best practices, allowing him to deliver tailored financial solutions to meet your unique needs. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • 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.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Shane Pinkerton offer?
Shane provides advice on a wide range of financial products and services, including superannuation, retirement planning, wealth management, insurance, and investments.
What are Shane Pinkerton's qualifications and experience?
Shane holds an Advanced Diploma of Financial Planning from Deakin University and has completed specialist training in Margin Lending & Geared Investments and SMSF. He also holds a Cert IV in Finance & Mortgage Broking. He has been working in the financial services industry since 2005.
How does Shane Pinkerton work with clients?
Shane works closely with each client to understand their individual financial circumstances, goals, and risk tolerance. He then develops a personalized financial plan to help them achieve their objectives. He provides ongoing support and reviews to ensure the plan remains aligned with their needs.
What can I expect during my first meeting with Shane?
During your initial consultation, Shane will discuss your current financial situation, your goals, and your concerns. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity for you to get to know Shane and determine if he is the right financial adviser for you.
Is Shane Pinkerton a member of any professional organizations?
Yes, Shane is a proud member of the Financial Advice Association of Australia (FAAA).
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