Shane Debernardi

South East Financial Group

Silver
7 Yrs Experience
Cockatoo, VIC 3781

Recent reviews

South East Financial Group

175 Rainy Hill Rd
Cockatoo, VIC 3781

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Accounting
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

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

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Awesome service and really helped us understand our financial goals and set a clear path for our financial future. Would highly recommend."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Accounting

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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