Shane Fisher
Financial Adviser
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About
Shane Fisher 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 Bachelor of Commerce (Accounting) from the University of Southern Queensland and completed both a Diploma and Advanced Diploma of Financial Services (Financial Planning) through Kaplan Education. His commitment to ongoing professional development is demonstrated through certifications in Margin Lending and Gearing Investments, SMSF specialisation from The University of Adelaide, and Ethics and Professionalism in Financial Advice. Shane is authorised to provide advice on a broad range of financial products, ensuring that clients receive holistic guidance to suit their individual circumstances. This includes expertise in superannuation, insurance, wealth management and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives and Retirement Savings Accounts. Key services include: • Superannuation advice • Insurance solutions • Comprehensive wealth management • Strategic retirement planning • Investment guidance With a focus on building long-term relationships and providing clear, understandable advice, Shane is committed to empowering you to make informed financial decisions. Contact Shane today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Shane Fisher offer?
Shane Fisher specialises in superannuation advice, insurance solutions, wealth management, retirement planning, and investment strategies. He provides comprehensive advice tailored to your individual financial needs and goals.
What qualifications does Shane Fisher have?
Shane Fisher holds a Bachelor of Commerce (Accounting), a Diploma and Advanced Diploma of Financial Services (Financial Planning), and certifications in Margin Lending, SMSF advice and Ethics and Professionalism in Financial Advice.
How does Shane Fisher develop a financial plan for clients?
Shane develops a financial plan through a thorough understanding of your current financial situation, future goals, and risk tolerance. He then creates a personalised strategy that aligns with your needs, regularly reviewing and adjusting it as your circumstances change.
What can I expect during my first consultation with Shane Fisher?
During your first consultation, Shane will discuss your financial goals, gather information about your current situation, and explain his approach to financial planning. This initial meeting is an opportunity for you to ask questions and determine if Shane is the right fit for your needs.
Does Shane Fisher provide advice to SMSFs?
Yes, Shane Fisher has completed specialist SMSF training and can provide advice on all aspects of self-managed super funds.
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