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Shayne French

Financial Adviser

Plan to Plan Financial Planning
Urraween, QLD 4655

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About

Shayne French is an ASIC-registered financial adviser based in Urraween, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a solid foundation built upon a Diploma of Financial Services (Financial Planning) from Integratec (2004), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2009), and a Certificate IV in Financial Services (Finance/Mortgage Broking) from The National Finance Institute (2011), Shayne possesses the knowledge and experience to guide you through the complexities of the financial landscape. Further demonstrating his commitment to excellence, Shayne is a Certified Financial Strategist with the Association of Independently Owned Financial Professionals (AIOFP) and is also a member of the Finance Brokers Association of Australia (FBAA). Shayne is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. This allows Shayne to develop holistic financial plans designed to meet your unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Shayne today to schedule a consultation and discover how personalised financial advice can help you achieve your dreams.

Specialisations

Areas of Expertise

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

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

000555169

Verify on ASIC Register

Authorised Representative Number

000263353

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Shayne French offer?

Shayne French provides advice on superannuation, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What qualifications does Shayne French have?

Shayne holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Certificate IV in Financial Services (Finance/Mortgage Broking), and is a Certified Financial Strategist.

What can I expect during my first meeting with Shayne French?

During your initial consultation, Shayne will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline how he can help you achieve your objectives and provide a clear explanation of his fees.

How does Shayne French develop a financial plan?

Shayne develops personalised financial plans based on a thorough understanding of your individual needs and goals. He takes into account your current financial situation, risk tolerance, and time horizon to create a strategy that is tailored to you.

Is Shayne French an independent financial advisor?

Yes, Shayne is associated with the Association of Independently Owned Financial Professionals (AIOFP), indicating a commitment to providing unbiased advice in your best interests.

Get in Touch

Contact Shayne 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.