Shane Reid

Cape Financial Management

Silver
13 Yrs Experience
Busselton, WA 6280

Financial planning is diverse, unique and challenging, so I spend time to uncover clients' lifestyle and financial goals. Determining what is important to the client is a key to everything I do. Education delivering knowledge to empower is my approach.

Expertise

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.50
  • Number of reviews 1
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Cape Financial Management

Suite 4, 46 Albert Street
Busselton, WA 6280

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706