Shane Mitchell
Financial Adviser
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About
Shane Mitchell is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Accounting & Finance) from Edith Cowan University (1998), a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2009), an Advanced Diploma of Financial Planning from the International Institute of Technology Pty Ltd (IIT) (2013), and FPC002B Ethics and Professionalism in Financial Advice from Kaplan Professional (2021), Shane possesses a strong educational foundation and commitment to ethical practice. He is also a proud member of the Financial Advice Association of Australia (FAAA). Shane is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. His expertise extends to retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He is passionate about creating personalised strategies that align with each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Shane today for a consultation and discover how he can help you achieve your financial objectives.
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Frequently Asked Questions
What types of financial advice does Shane Mitchell offer?
Shane Mitchell provides advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Shane Mitchell's qualifications?
Shane Mitchell holds a Bachelor of Business (Accounting & Finance) from Edith Cowan University, a Diploma of Financial Services (Financial Planning) from Kaplan Professional, an Advanced Diploma of Financial Planning from the International Institute of Technology Pty Ltd, and FPC002B Ethics and Professionalism in Financial Advice from Kaplan Professional. He is also a member of the Financial Advice Association of Australia.
What can I expect during my first consultation with Shane Mitchell?
During your initial consultation, Shane will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps in the financial planning process.
How does Shane Mitchell tailor financial advice to individual needs?
Shane Mitchell believes in a personalised approach to financial planning. He takes the time to understand each client's unique circumstances and goals before developing a tailored strategy that aligns with their needs and aspirations.
Why is it important to seek advice from an ASIC-registered financial advisor like Shane Mitchell?
Seeking advice from an ASIC-registered financial advisor ensures that you are working with a professional who is qualified, experienced, and bound by a code of ethics. ASIC registration provides you with consumer protection and ensures that the advisor is accountable for the advice they provide.
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