Shane Nicholas

Shane Nicholas is an experienced financial adviser who is committed to providing quality financial advice while upholding the highest professionalism and ethical standards in the advice industry. As an Independent Financial Adviser, I operate on a fixed fee model that eliminates conflicts of interest and ensures no influence or commissions from banks or other financial institutions.

My journey in the financial advisory field began two decades ago after graduating from RMIT University with a Bachelor of Business in Financial Planning. Today, my qualifications include the title of Certified Financial Planner, a distinction that represents the pinnacle of global accreditation. I am also a SMSF Specialist Adviser and an accredited Aged Care Specialist Adviser.

I believe in leading by example, and this is reflected in my active participation within the financial planning industry. I contribute to various committees with the FAAA, including the Policy & Regulations Committee, and serve as a member of the FAAA Conduct Review Commission. I am passionate about the educational standards of all financial advisers. This commitment comes to life as a regular presenter, writer, and examiner in the Certified Financial Planner program.

I was awarded the national title of 'SMSF Adviser of the Year' by Independent Financial Advice magazine in 2017. I also actively contribute to industry publications including Professional Planner and the Australian Financial Review, sharing insights that contribute to the ongoing development of the financial advisory landscape.

Today, I am a Partner and Principal Financial Adviser at Independent Wealth Partners. Independent Wealth Partners provides ‘Independent, purpose driven advice’ and accounting solutions to established families, businesses and people accumulating their wealth.