Shane Crichton
TSM Wealth Group
Shane is a Senior Financial Planner and Director of TSM Wealth Group, established in 2022 to help individuals and families achieve financial comfort throughout their lives.
Shane holds a Graduate Diploma in Financial Planning and has over 23 years of financial planning experience, he takes time to understand what’s important to you - then through collaboration with you, helps tailor a plan to achieve your individual goals.
His passion is to partner with and educate clients to provide them with insight and clarity to make good financial decisions throughout their lives.
Expertise
Initial research and discovery meeting with new clients come at a cost of $660. Where clients proceed to receiving advice this fee will be taken into account with the total Statement of Advice fee.
At a glance
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Adviser status
Silver
- First year providing advice 2000
- Years of experience 24
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
TSM Wealth Group
89-91 Lawes StEast Maitland, NSW 2323
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
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In person
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Video call
Licensed by
RetireInvest
AFSL 238429
