Shane Casey

Eclipse Financial Management Pty Ltd

Gold
20 Yrs Experience
Mornington, VIC 3931

Recent reviews

Eclipse Financial Management Pty Ltd

Ground Floor, Suite 1, 315 Main Street
Mornington, VIC 3931

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Eclipse Licensee Pty Ltd

AFSL 517759

5.00
10 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Shane has been extremely helpful with sharing his knowledge to assist in preparing me for my financial future. It is very comforting to know that someone with Shane's expertise is looking after my financials and is committed to growing my wealth."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane is always positive lets me know what the market is up to and gives sound advice when changes are necessary. he is able to be reached at all times and if he doesn't answer my call he returns it in good time."

  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always punctual, affable, explains clearly all facets of products, always available for questions, great staff supporting him."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane is full knowledge in all areas of finance and he's been able to help get all my financials under control and back on track. He's been helping to build my wealth for the future and my current situation. He's always professional in his works and gets back to you very quickly if you need help."

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

"Shane is always professional, and returns my call for assistance promptly. I want to also thank Shane and his Eclipse Financial Management Staff."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane asks questions that get me thinking because he is always digging deeper to get to the heart of what we need, not what we think we want, especially for the future. Shane is always responsive to our questions and explains things at our level. Overall, Shane is professional, shares up-to-date information and efficient."

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

"Shane and his employees are very professional. They provide the latest up to date information and advise. Shane ( Eclipse principle) is very knowledgeable and ensures all his personal are professional in manner and comply with all regulations. He is approachable and provides advise and service in a timely manner."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Shane to be highly professional and up to date with all the latest changes. His advice is second to none, I am extremely happy with the service, and ongoing advise I have received, and would recommend his company to anyone seeking a trustworthy financial advisor."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Being uninformed about finances and insurances I had a lot of questions about superannuation and different insurance covers. He was open to every question, happy to answer and research for me. He is very well prepared and presented with a wide range of knowledge about finance. I was confident that he has my best interest in mind."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane is very easy to communicate with and always explains things in language the uninitiated can understand"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2007

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member
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