Shane Casey
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Shane Casey is an ASIC-registered financial adviser based in Mornington, Victoria, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a career spanning over two decades, Shane brings a wealth of knowledge and experience to every client relationship. He holds a Diploma of Financial Services (Financial Planning), a Self Managed Superannuation Funds certification, an Advanced Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Financial Planning, ensuring he remains at the forefront of industry best practices. Shane is also a proud member of the Association of Independently Owned Financial Professionals (AIOFP). Shane is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to grow your wealth, or need to protect your assets, Shane can help. Contact Shane today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Shane Casey offer?
Shane Casey provides advice on a range of areas, including superannuation, retirement planning, wealth management, insurance, and investments. He can help you create a comprehensive financial plan tailored to your individual needs.
What qualifications does Shane Casey have?
Shane holds a Diploma of Financial Services (Financial Planning), a Self Managed Superannuation Funds certification, an Advanced Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Financial Planning. He is also a member of the Association of Independently Owned Financial Professionals (AIOFP).
How does Shane Casey develop a financial plan for his clients?
Shane begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalized strategy that addresses your specific needs and helps you achieve your objectives. Regular reviews and adjustments ensure your plan remains aligned with your evolving circumstances.
What can I expect during my first meeting with Shane Casey?
During your initial consultation, Shane will discuss your financial goals, gather information about your current situation, and explain his approach to financial planning. This meeting is an opportunity for you to ask questions and determine if Shane is the right adviser for you.
Why should I choose Shane Casey as my financial adviser?
Shane brings over two decades of experience, a commitment to ongoing education, and a personalized approach to every client relationship. He is dedicated to helping you achieve your financial goals with integrity and expertise.
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.