Shane Mitchell

Inspired Money

Gold
20 Yrs Experience
West Perth, WA 6005

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • 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 5.00
  • Number of reviews 4
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Bachelor of Business (Finance and Accounting)
  • Language spoken
    • English

Inspired Money

Level 1, 610 Murray St
West Perth, WA 6005

Licensed by

Charter Financial Planning

AFSL 234665

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"I have dealt with Shane over a number of years for my own personal needs as well as those of the clients that I deal with. As I am involved in the financial services industry but do not personally carry the qualifications to provide specific advice to my clients regarding risk insurance etc, I find it a perfect fit to have Shane as someone I can refer my clients to for their requirements. His level of knowledge, integrity and overall service benefits my overall proposition to my clients."

  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Shane Mitchell profile photo

Shane Mitchell responded on December 2015

"Cheers John, Always a pleasure to help guide yourself and your clients in the right direction."

5.00

"Shane has always been very approachable and accommodating to our needs. He spends time explaining what we should be looking at and the reasons why. Craig C 6059"

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane has helped us to build up our retirement funds in the last ten years of our working lives so that we can start retirement comfortably. Lesley- 6038"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane has always been helpful and supportive through the planning process. I have no hesitation in recommending Shane to anyone."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Bachelor of Business (Finance and Accounting)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
1998

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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