Managing principal & senior adviser
Authorised Representative No. 242143
Shane Coutts has worked in the financial planning industry for more than 30 years. After extensive experience working with larger organisations, in 2002 he decided to bring his experience and drive for helping people closer to home.
Working with clients to build effective strategies in retirement planning, superannuation and personal & business insurance is where Shane’s specialties lie. He also has vast experience in helping people through the complex issues related with aged care and dealing with Centrelink and Veterans Affairs.
When not working with clients, Shane’s energy and passion are invested into his family, golf, Carlton Football Club and sport in general.
Shane’s qualifications include a Diploma of Financial Planning, he is an authorised representative of the Bombora Advice Pty Ltd and holds Apogee Quality Advice Accreditation.