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Shane Keary

Shane Keary

Shane Keary
Certified Financial Planner

Financial Services Guide
Financial Services Guide 2

Experience

Shane entered the financial services profession in 1990 and went on to establish Keary Financial Management Pty Ltd. Over that time, Shane has successfully built a strong reputation as a specialist provider of advice in superannuation & retirement strategies, risk insurance, investing and personal financial planning.

Shane provides professional financial planning services to a broad range of clients including individuals, trustees and corporate entities

Qualifications

Member of the Financial Planning Association of Australia (FPA)

Diploma of Financial Planning (1999 - Deakin University)

Certified Financial Planner (CFP) since 2000.

Additional Information

Personal financial advice can only be delivered when all relevant factors are taken into consideration - current financial situation, aspirations for the future and limitations as well. This demands honest & open discussions to provide a solid basis on which to build the trust necessary to deliver a successful financial plan.

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 7, 242 Hawthorn Rd Caulfield VIC 3161
Phone 03 9533 0600
Email kfm@alphalink.com.au