Shane Carty
Financial Adviser
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About
Shane Carty is an ASIC-registered financial adviser based in Toowoomba, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Shane holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2002, demonstrating a solid foundation in financial principles. Furthering his expertise, Shane completed the Accredited Listed Product Adviser (ASX ALPA) Program through Kaplan Higher Education Pty Limited in 2011 and is on track to complete Commercial Law and Tax for Financial Advising, also through Kaplan, in 2025. Authorised to provide advice on a broad range of financial products, Shane can assist with superannuation, insurance, wealth management and retirement planning. Shane can also provide advice about Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Shane today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Shane Carty offer?
Shane Carty provides advice on a range of financial products including superannuation, insurance, wealth management, and retirement planning. He can also assist with investments, risk management, and strategies to maximise your financial well-being.
What are Shane Carty's qualifications?
Shane holds a Diploma of Financial Planning from the FPA, and is an Accredited Listed Product Adviser. He is also currently studying Commercial Law and Tax for Financial Advising through Kaplan Higher Education.
How does Shane Carty develop a financial plan?
Shane works closely with his clients to understand their individual circumstances, financial goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives.
What can I expect during my first meeting with Shane?
During your initial consultation, Shane will discuss your financial situation, goals, and any concerns you may have. He will explain his services and how he can help you achieve your financial objectives. This is also an opportunity for you to ask questions and determine if Shane is the right financial adviser for you.
How can wealth management advice help me?
Wealth management advice is a comprehensive approach to managing your finances. It can help you grow your wealth, protect your assets, and achieve your long-term financial goals through strategic investment planning, risk management, and ongoing monitoring of your portfolio.
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