Shane Hatch

Hatch Financial Planning

Gold
22 Yrs Experience
Brisbane, QLD 4000
I believe we are all meant to live extraordinary lives and so I help people identify; and then actually put in place a plan to actualise that life. When we first meet we will spend time aligning your Financial Choices with your most important Goals. Then we get your entire Financial House in perfect order and keep it that way forever! You will have a 10..... level of confidence that no matter what happens in the markets, the economy, or the world you will have the greatest probability of achieving your Goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 10
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Hatch Financial Planning

Level 5, 99 Creek Street
Brisbane, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Gps Wealth Ltd

AFSL 254544

4.80
10 Reviews
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4.80
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
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5.00
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4.50
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5.00

"Shane takes a great personal interest in supporting me to achieve my financial goals. He takes time and effort to understand what I want from my investments and encourages me to enjoy the fruits of my labours and investments. The quality of my life has improved since Shane has been my advisor. He is accessible, answers any question clearly and is very knowledgeable. I feel confident in his ability to provide informed and balanced financial advice. I sleep well!"

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5.00
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4.50
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5.00
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5.00
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5.00
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Qualifications & Training

Certificate IV in Credit Management

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2015

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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