Ben Wilshire

Lion and Shield Financial & Insurance Services

Silver
19 Yrs Experience
East Toowoomba, QLD 4350

Lion and Shield Insurance and Financial Services are specialists in providing personal financial planning services to individuals and businesses. We have been operating since 2003 and now hold our own Australian Financial Services License – Lion and Shield Financial Planning Pty Ltd.

Your adviser Ben Wilshire of B & S Wilshire Pty Ltd Trading as Lion and Shield Insurance and Financial Services is an Authorised Representative of Lion and Shield Financial Planning Pty Ltd. Ben currently holds an Advanced Diploma of Financial Services (Financial Planning) and has nineteen years in the industry.

Our mission is to provide our clients with an excellent personal service to meet their financial and insurance needs. Our philosophy is simple; we endeavour to offer the best service we can in our client’s best interest at all times.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Advanced Diploma of Financial Services
  • Language spoken
    • English

Lion and Shield Financial & Insurance Services

80 Bridge St
East Toowoomba, QLD 4350

Opening hours

  • 8:30am – 5:00pm Monday – Thursday
  • 8:30am – 3:00pm Friday

Meeting methods

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

Licensed by

Lion And Shield Financial Planning Pty Ltd

AFSL 513220