Shane Coutts
Financial Adviser
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About
Shane Coutts is an ASIC-registered financial adviser based in Geelong, VIC, dedicated to helping clients achieve their financial goals with tailored advice and strategies. With a solid foundation built on qualifications from the Securities Institute and Integratrec, including a Diploma of Financial Planning, Shane possesses a deep understanding of the Australian financial landscape. Shane is a member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest standards of professionalism and ethical conduct. Shane is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. Whether you're looking to grow your wealth, protect your family's future, or plan for a comfortable retirement, Shane can provide expert guidance and support. He specialises in Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Life Insurance Ready to take control of your financial future? Contact Shane Coutts 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 Coutts provide?
Shane Coutts specialises in superannuation advice, insurance solutions, and retirement planning. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts.
What qualifications does Shane Coutts have?
Shane holds a Diploma of Financial Planning from Integratrec and has completed Financial Planning Principles & Practice with the Securities Institute. He also has specialist qualifications in Investment Planning and Estate Planning. His extensive qualifications ensure he can provide relevant advice tailored for your needs.
What is the process of working with Shane Coutts?
The process typically begins with an initial consultation to understand your financial goals and current situation. Shane will then develop a personalised financial plan tailored to your specific needs. The plan is then implemented and regularly reviewed to ensure it remains aligned with your objectives.
How does Shane Coutts stay up-to-date with the latest financial regulations?
As a member of the Financial Advice Association of Australia (FAAA), Shane is committed to ongoing professional development and adheres to a strict code of ethics. This ensures that he remains informed about the latest regulatory changes and best practices in the financial planning industry.
What can I expect during my first meeting with Shane Coutts?
During your first meeting, Shane will take the time to understand your financial situation, goals, and concerns. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity to determine if Shane is the right financial advisor for you.
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