Shane Case
Financial Adviser
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About
Shane Case is an ASIC-registered financial adviser based in Adelaide, South Australia, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a career underpinned by extensive education and experience, Shane holds an 8 Unit Diploma of Financial Planning and is a Certified Financial Planner (CFP) through the Financial Planning Association of Australia (FPA), both earned in 2001. Furthering his academic pursuits, Shane also completed a Graduate Certificate in Management (2006), a Graduate Diploma in Business Administration (2013), and a Master of Business Administration (2014) from the University of Adelaide. His commitment to ongoing professional development is evident through his Margin Lending Accreditation Program (2011), a Diploma of Financial Planning (2013), and the SuperConcepts & ICFS Specialist SMSF Course (2016) from The University of Adelaide. As a member of the Association of Chartered Certified Accountants (ACCA), the Certified Financial Planner (CFP) program through the FPA, and the Financial Advice Association of Australia (FAAA), Shane adheres to the highest ethical and professional standards. Shane is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Shane today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Shane Case provide?
Shane Case provides advice on a range of financial matters including superannuation, insurance, wealth management, retirement planning and investments.
What qualifications does Shane Case have?
Shane holds an 8 Unit Diploma of Financial Planning, is a Certified Financial Planner (CFP), and has a Master of Business Administration from the University of Adelaide, among other qualifications.
How does Shane Case approach financial planning?
Shane focuses on providing personalised advice tailored to each client's unique circumstances and goals, ensuring a comprehensive and strategic approach to financial well-being.
What can I expect during my first consultation with Shane?
During your initial consultation, Shane will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline potential strategies and solutions tailored to your needs.
How can Shane Case help me with my retirement planning?
Shane can assist you in developing a comprehensive retirement plan that considers your desired lifestyle, income needs, and investment strategies to help you achieve a comfortable and secure retirement.
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