Shane Dwyer
Financial Adviser
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About
Shane Dwyer is an ASIC-registered financial adviser based in North Sydney, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Shane holds a Bachelor of International Finance from Griffith University (2005), a Graduate Diploma of Financial Planning from Finsia (2008), and is an Accredited Listed Product Adviser (ASX ALPA) since 2008. He also completed FPC002B Ethics and Professionalism in Financial Advice in 2020, demonstrating his commitment to upholding the highest ethical standards. Shane is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. He leverages his extensive knowledge and experience to create tailored financial strategies designed to meet your unique needs and aspirations. • 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 dreams.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Shane Dwyer provide?
Shane Dwyer specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide advice on investment strategies involving securities and derivatives.
What qualifications does Shane Dwyer have?
Shane Dwyer holds a Bachelor of International Finance, a Graduate Diploma of Financial Planning, and is an Accredited Listed Product Adviser (ASX ALPA). He has also completed ethics and professionalism training.
What is Shane Dwyer's approach to financial planning?
Shane's approach is client-focused and tailored to your individual circumstances. He takes the time to understand your financial goals, risk tolerance, and time horizon to develop a personalised financial plan.
How can Shane Dwyer help me with my superannuation?
Shane can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement income strategy.
What should I expect during my first meeting with Shane Dwyer?
During your initial consultation with Shane, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Shane will then outline the services he can provide and explain the financial planning process.
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