Financial Adviser
· CORNUBIA, QLD · Claimed profile
Shane John Hatch
No disciplinary history on record with ASIC
CORNUBIA,
QLD
26
Years experience
Tax advice
authorised
authorised
Free initial
consultation
consultation
ASIC Registered · ADV 000238910
Practice
Cornubia, QLD (practice address on ASIC register)
Licensed through GPS Wealth
About Shane John Hatch
I believe we are all meant to live extraordinary lives and so I help people identify; and then actually put in place a plan to actualise that life.
I have been in the industry for more than 20 years helping people from all walks of life get the most out of their money. Now I focus on helping people prepare for that time in their life that they can spend every minute of every day doing exactly what they want. We are always open to an free introductory discussion to see if we can work together.
Profile content supplied by the adviser.
Specialisations
Retirement planning
Superannuation
SMSF
Insurance
Investment advice
Estate planning
Tax strategies
Aged care
Business succession
Debt management
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Graduate Diploma in Financial Planning
Securities Institute
2010
Margin Lending and Geared Investments
Kaplan Higher Education
2010
Self-Managed Superannuation Funds
Kaplan Higher Education
2012
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2015
Accredited Listed Product Adviser Program
Kaplan Higher Education
2025
Accredited Aged Care Professional Program
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register