I have been working in the Financial Services industry since 2015.
I provide holistic personal financial advice to both new and existing clients.
Advice but is not limited to; Superannuation, retirement advice, aged care advice, insurance advice, investment advice and social security.
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 LGIA Super 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.
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
I would highly recommend Shaylee to anyone needing financial services.
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.'
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.
Shaylee was excellent help is organizing my income protection and super management.
- Adviser status Bronze
- Number of reviews 11
- First year providing advice 2017
- Years of experience 6
- Graduate Diploma of Financial Planning
Brighter SuperLevel 20, 333 Ann Street
Brisbane, QLD 4000
- 8:00am – 1:30pm Friday
- 8:00am – 5:00pm Monday – Thursday
Industry Fund Services Ltd