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Shane Arthur

Wealth Planning Solutions

Bronze
14 Yrs Experience
Geelong, VIC 3220

An experienced Financial Adviser who provides exceptional advice on your superannuation and investment needs and spends most of his time focussing now on helping clients build their wealth to secure their financial futures.

Also very experienced with Personal Insurances such as Life, TPD, Trauma, Income Protection and business-related insurances such as Buy/Sell Agreements and Key Person Insurance.

Investing both inside super or outside super, downsizing advice, retirement and redundancy advice are speciality areas.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2011
  • Years of experience 14
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Wealth Planning Solutions

13 Mercer Street
Geelong, VIC 3220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Personal Financial Services Limited

AFSL 234459