Shane Lenehan
Financial Adviser
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About
Shane Lenehan is an ASIC-registered financial adviser based in Port Fairy, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Services (Financial Planning) from Tribeca (2003) and an Advanced Diploma from Kaplan Professional (2012), Shane possesses a strong foundation in financial planning principles. Furthering his expertise, he has completed specialized training in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and Ethics & Professionalism in Financial Advice. Shane is also an SMSF Association Specialist Accredited Advisor, demonstrating his commitment to excellence. As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Shane adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • SMSF advice Shane is committed to providing personalized financial solutions that meet the unique needs of each client. Whether you're planning for retirement, managing your investments, or seeking insurance coverage, Shane can help you navigate the complexities of the financial landscape. Contact Shane today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Shane Lenehan offer?
Shane Lenehan provides advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He also specializes in Self-Managed Superannuation Funds (SMSFs).
What are Shane Lenehan's qualifications?
Shane holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and has completed specialized training in Margin Lending, SMSFs, and Ethics. He is also an SMSF Association Specialist Accredited Advisor.
What is the process for becoming a client of Shane Lenehan?
The process typically begins with an initial consultation to discuss your financial goals and needs. Shane will then develop a personalized financial plan tailored to your specific circumstances. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving needs.
How does Shane Lenehan stay up-to-date with changes in the financial industry?
Shane is committed to ongoing professional development and regularly participates in training programs and industry events. He is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, which provides access to the latest research and best practices.
What can I expect from working with Shane Lenehan?
You can expect personalized, professional, and ethical advice tailored to your individual needs. Shane is dedicated to building long-term relationships with his clients and helping them achieve their financial goals through clear communication, transparent processes, and a commitment to providing the best possible service.
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