Shaylee Crisp

Maclean Partners Financial Services (formally M Financial Services)

Gold
5 Yrs Experience
Aitkenvale, QLD 4814
I have been in Financial Services since 2015 working for Maclean Partners Financial Services formally known as M Financial Services. I provide holistic advice to new and existing clients which includes but is not limited to; Superannuation, retirement advice, aged care advice, insurance advice, investment advice and social security.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

The advice industry is still dominated by fees that are based on the amount of money managed and/or commissions received by accessing financial products for clients. At M Financial Services we believe that these legacy fee models do not always work for clients and accordingly we apply a fixed fee for the services we provide, affirming our commitment to integrity and transparency. We know that the most important aspect in any relationship is trust and to that end we want there to be no confusion and no penalty because of the size of any investment. We want our fees and the way we apply them to be aligned to your needs and the service provided. Articulating value is a challenge for most people in most industries. Financial advice is no different. Our purpose is to establish trusted relationships based on advice that is not just valuable in a financial or monetary sense, but valued by our clients who receive it. Our Ongoing Advice Service is a combination of Intangible and Tangible service elements that combine to create a valuable and comprehensive service offer for you. Please feel free to contact me to see how I can assist you in achieving your goals.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 11
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Maclean Partners Financial Services (formally M Financial Services)

Level 1, 250 Ross River Road
Aitkenvale, QLD 4814

Opening hours

  • 8:00am – 1:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951

4.80
11 Reviews
5
4
3
2
1
4.75
Clear communication
4.45
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Shatner has given me advice in areas of superannuation,doing up a will and planning for my retirement. She was able to explain things very clearly and was very easy to talk to. Through Shaylees knowledge and experience I feel very confident that the advice given was right for my needs. I always received Shaylees full care and attention when I needed it. I would highly recommend her for anyone who needs advice. She has set me a clear pathway for my future and I am very grateful"

  • Superannuation
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would highly recommend Shaylee to anyone needing financial services."

  • Superannuation
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Shaylee has given me advice in areas including loan products, self managed super funds and managing debt. Shaylee was able to explain things to us in a clear way. Through Shaylee's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Shaylee's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"As a Single parent, Shaylee made a complex process very easy and streamlined for me to understand without any pressures or being made to feel inferior.I felt very comfortable in asking a range of questions,taking the time to ensure I was well informed about all processes and nothing was ever too little for her to follow up.Shaylee has a holistic approach when dealing with her work and understanding all the aspects of my life and way of living, she covered everything that enable me to make the best informed decision for me.I believe Shaylee has really has gone over and beyond in her role to help me."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Shaylee was excellent help is organizing my income protection and super management."

  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Shaylee is pleasant and polite at all times. She provides prompt advice as requested and appears to have a good knowledge of the issues at hand . Shaylee takes the time to ensure that we are informed about all processes and issues involving our financial affairs. Shaylee demonstrates a strong commitment to her financial responsibilities to her clients."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaylee made a complicated process easy for me to understand. She Made me feel comfortable in asking the most basic questions. Her follow up and presentation both face to face and in her documention was exceptional. Overall I was very impressed and confident in her advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent at her work"

  • Superannuation
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaylee is very knowledgeable and professional. She answered all my questions and made sure I understood and was happy with everything before moving on. I would recommend Shaylee to anyone."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Shaylee went beyond her duties with helping me get back on track, the best service with a smile I have ever encountered."

  • Superannuation
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
2008

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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