Shane Lee
Financial Adviser
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About
Shane Lee is an ASIC-registered financial adviser based in Dalby, QLD, committed to providing tailored financial solutions to help clients achieve their financial goals. With over two decades of experience in the financial services industry, Shane brings a wealth of knowledge and a dedication to ethical and professional advice. Shane's qualifications include a Bachelor of Commerce from the University of Southern Queensland (1999), a Diploma of Financial Planning from the Financial Planning Association/Deakin University (2001), and certification as a Certified Financial Planner (CFP) from the Financial Planning Association (2004). He has also completed specialized training in Self Managed Superannuation Funds (SMSFs) through Kaplan Professional (2010) and Ethics and Professionalism in Financial Advice through Kaplan Professional (2021). Shane is a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a range of financial products, including superannuation, insurance, and investments, Shane can assist with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities If you're seeking personalised financial guidance to secure your future, contact Shane Lee today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Shane Lee offer?
Shane Lee specialises in superannuation advice, insurance, wealth management, and retirement planning. He is authorised to provide advice on a comprehensive range of financial products.
What qualifications does Shane Lee have?
Shane holds a Bachelor of Commerce from the University of Southern Queensland, a Diploma of Financial Planning from the Financial Planning Association/Deakin University, and is a Certified Financial Planner. He also has specialist training in SMSFs and Ethics.
How does Shane Lee approach financial planning?
Shane Lee takes a client-focused approach, tailoring financial solutions to meet individual needs and goals. He focuses on building long-term relationships based on trust and transparency.
What can I expect during my first consultation with Shane Lee?
During your initial consultation, Shane will take the time to understand your current financial situation, future goals, and risk tolerance. He will then provide you with a clear and concise overview of how he can help you achieve your objectives.
Is Shane Lee a member of any professional associations?
Yes, Shane is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of professionalism and ethical conduct in the financial advice industry.
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