Shane Jackson

RI Dandenong

Bronze

7 Yrs Experience

Dandenong, VIC 3175

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I joined RetireInvest in 2018 and have been working in financial services since 2014. My career began as an accountant at Ernst & Young, where I developed a strong foundation in financial analysis and strategic planning. I then transitioned into corporate finance and advisory, providing businesses with strategic guidance on growth and capital raising. Now, as a Financial Adviser, I leverage my diverse experience to help clients achieve their long-term financial goals.

My background in accounting and corporate finance enables me to offer comprehensive advice across a range of financial areas, creating bespoke solutions that align with each client’s unique situation.

Government Assistance
Superannuation
Retirement & Pension
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets

5.00 May 2025

Shane has been advising our family for many years and has been a valuable influence in our lives. We appreciate his guidance and advice and would recommend him to anyone in need of advice.

5.00 May 2025

I’ve been very happy with Shane’s advice since we first engaged him 5 years ago. He knows our situation very well and has often found unexpected ways to improve our situation or reduce our tax.

We feel far more confident that we are on track to meet our goals and that we aren’t missing any opportunities along the way.

5.00 May 2025

I was with Shane Jackson at RetireInvest Dandenong for many years and had a great experience. Shane really took the time to understand my goals and gave me advice that made sense for my situation, while also taking the time to explain all the details and showed great transparency.

Shane, along with Stuart, was extremely knowledgeable and offered helpful advice across a range of areas. Anytime I needed support, he either had the answers or quickly pointed me in the right direction.

He was also very responsive and easy to reach — he answered my calls most of the time, and on the rare occasion he didn’t, someone from the RetireInvest team would take a message and he’d get back to me soon after.

What I liked most was how easy he was to talk to. He was always clear and provided honest guidance. I always felt like he had my best interests in mind.

Even though I’m no longer a client, I still recommend them to friends and family. If you want someone who’s knowledgeable, down-to-earth, and genuinely cares, Shane is a great choice.