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Justin Shipp

Financial Adviser

STB Wealth Pty Ltd T/A Advice Centre
Pialba, QLD 4655

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About

Justin Shipp is an ASIC-registered financial adviser dedicated to helping clients in Pialba and beyond achieve their financial goals. With a Bachelor of Business from La Trobe University and Advanced and Diploma level qualifications in Financial Planning, Justin has been providing sound financial advice since 2004. He further enhanced his expertise with specialized courses in Margin Lending, Geared Investments, ASX Listed Products, and Self Managed Superannuation Funds, and holds the prestigious Certified Financial Planner (CFP) designation, demonstrating his commitment to the highest standards of professionalism and ethics, and is a member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Justin offers tailored solutions in superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Justin's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Justin today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Investment strategies Insurance solutions SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000449221

Verify on ASIC Register

Authorised Representative Number

000278371

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Justin Shipp offer?

Justin Shipp provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment strategies and Self Managed Superannuation Funds (SMSFs).

What are Justin Shipp's qualifications?

Justin Shipp holds a Bachelor of Business, an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), and has completed specialized courses in Margin Lending, Geared Investments, ASX Listed Products, and Self Managed Superannuation Funds. He is also a Certified Financial Planner (CFP).

What is the process of working with Justin Shipp?

The process typically begins with an initial consultation to understand your financial goals and current situation. Justin will then develop a personalized financial plan tailored to your specific needs and objectives. Regular reviews and adjustments will be made to ensure the plan remains aligned with your evolving circumstances.

How can Justin Shipp help me with my retirement planning?

Justin can assist you in developing a comprehensive retirement plan that considers your income needs, lifestyle goals, and risk tolerance. He can provide advice on superannuation, investment strategies, and other retirement income sources to help you achieve a comfortable and secure retirement.

What can I expect from a consultation with Justin Shipp?

During a consultation with Justin Shipp, you can expect a professional and thorough assessment of your financial situation. He will take the time to understand your goals, answer your questions, and provide clear and concise advice. You can also expect transparency regarding fees and services.

Get in Touch

Contact Justin directly for personalised advice.

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.