As Senior Financial Adviser and Partner at Keystone Wealth, Shane brings over 20 years of strategic expertise from leading institutions including Colonial First State, MLC, and PM Capital. Combined with his postgraduate qualifications, Shane transforms complex financial landscapes into clear, achievable pathways for his clients’ most important life goals.

Shane’s approach centres on translating sophisticated financial concepts into straightforward strategies, whether clients are planning for retirement, purchasing their dream home, preparing to enter age care, or funding their children’s education. His methodical approach balances technical analysis with understanding each client’s unique priorities.

For Shane, the most rewarding part of his work is celebrating client victories, from successful retirement transitions to realising travel and lifestyle dreams. While he helps clients plan for their own adventures, Shane admits the real challenge isn’t market volatility; it’s resisting the urge to book his next trip after hearing their incredible stories.