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Shane Peters

Shane Peters

Mr Shane Peters
Principal

Financial Services Guide

Experience

Shane has been providing financial advice to clients since 1995. He is a principal member of the firm and works closely with his wife Kristie in providing solutions to meeting the specific needs and objectives of their clients.

Additional Information

Shane specialises in giving advice in the following desciplines:-

  • Guidance on budgeting and goal setting
  • Savings and wealth creation strategies
  • Risk and Insurance analysis
  • Investment planning
  • Superannuation and Retirement planning
  • Centrelink planning
  • Business succession planning
  • Salary packaging advice
  • Gearing strategies
  • Debt management
  • Estate planning

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address Suite 8, Innovation House 50 Mawson Lakes Boulevard Mawson Lakes SA 5095
Phone 08 8260 2687
Mobile 0411 968 816
Email shane@wealthplanningprofessionals.com.au