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Shane Butler

Financial Adviser

SJButler Financial Planning
Ballarat, VIC 3350

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About

Shane Butler is an ASIC-registered financial adviser based in Ballarat, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association (FPA) obtained in 1996, complemented by RG146 Margin Lending accreditation from MLC ThreeSixty in 2010, Shane possesses a wealth of knowledge and experience in the financial services industry. As a member of the Financial Advice Association of Australia (FAAA), Shane adheres to the highest ethical and professional standards, ensuring clients receive advice they can trust. Shane is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions, allowing him to create holistic strategies that address your specific needs. Shane specialises in wealth creation, retirement planning, and protecting your financial future. His services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or needing to protect your assets, Shane can provide the expert guidance you need to make informed decisions. Contact Shane today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

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

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

000230323

Verify on ASIC Register

Authorised Representative Number

000242589

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Shane Butler offer?

Shane Butler provides comprehensive financial advice including superannuation advice, insurance, wealth management, and retirement planning. He can help you create a personalised financial plan tailored to your specific goals.

What qualifications does Shane Butler have?

Shane Butler holds a Diploma of Financial Planning (DFP 1-8) from the Financial Planning Association (FPA) and RG146 Margin Lending accreditation from MLC ThreeSixty. He is also a member of the Financial Advice Association of Australia (FAAA).

How can Shane Butler help me with retirement planning?

Shane can assist you in developing a retirement plan that considers your income needs, investment strategies, and superannuation options to ensure a comfortable and secure retirement.

What is the process of working with Shane Butler?

The process typically starts with an initial consultation to understand your financial situation and goals. Shane will then develop a tailored financial plan, implement the plan, and provide ongoing support and reviews to ensure you stay on track.

What should I expect during my first meeting with Shane Butler?

During your first meeting, Shane will ask questions about your financial situation, goals, and risk tolerance. This information will help him understand your needs and determine how he can best assist you. Be prepared to discuss your income, assets, liabilities, and any specific concerns you may have.

Get in Touch

Contact Shane 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.