Shane Blair Email
Senior Financial Adviser @ Findex
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Shane Blair Location
- Brisbane, QLD, AU
Shane Blair Work
- 2021 -now Senior Financial Adviser @
- 2016 -2021 Financial Adviser @
- 2014 -2016 Associate Adviser @
- 2013 -2014 Client Relationship Manager @
- 2007 -2013 Fund Accounting Supervisor @
- 2005 -2006 Client Servicing Manager @
- 2003 -2005 Customer Relationship Manager @ ING Australia
- 2000 -2001 Adviser Services Team Leader @ ING Australia
Shane Blair Education
- Kaplan Professional
Graduate Diploma of Financial Panning
2020-2024 - Fasea
Adviser Exam
2020-2020 - Kaplan Professional
Advanced Diploma of Financial Planning
2015-2016 - Kaplan Professional
Diploma of Financial Planning, RG146 (Financial Planning and Services)
2013-2014 - Institute of Bankers Ireland
Professional Diploma in Financial Advising
2010-2012 - Tribeca Australia
Diploma of Financial Services (Entry level Competencies, Superannuation and Retirement Planning)
2004-2005
Shane Blair Skills
- Excel
- Customer Service
- Word
- Customer Relations
- CRM
- Banking
- Risk Management
- Leadership
- Accounting
- Financial Reporting
- Financial Analysis
- Business Analysis
- Process Improvement
- Change Management
- Fund Administration
- Project Management
- Insurance
- Data Analysis
- Budgets
- Microsoft Excel
- Microsoft Word
- Financial Services
- Relationship Management
- Investments
- Portfolio Management
- Wealth Management
- Financial Planning
- Customer Relationship Management (CRM)
- Business Process Improvement
- Business Relationship Management
- Customer Relationship Management Crm
- Customer Relationship Management
Shane Blair Summary
- Shane Blair, based in Brisbane, QLD, AU, is currently a Senior Financial Adviser at Findex. Shane Blair brings experience from previous roles at Findex and BNY Mellon. Shane Blair holds a 2020 - 2024 Graduate Diploma of Financial Panning @ Kaplan Professional. With a robust skill set that includes Excel, Customer Service, Word, Customer Relations, CRM and more. Shane Blair has 2 emails on RocketReach.
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Top Findex Employees
Mary O'Driscoll
Managing Partner
Brisbane City, QLD, AU
Ross Patane
Senior Partner
Australia
Nicholas Mylonas
Chief Talent Officer
Melbourne, VIC, AU
Belinda O'Rourke
Head of People - Professional Services and Advice
Melbourne, VIC, AU
Mario Koulloupas
Head of Property and Procurement
Melbourne, VIC, AU
Troy Popham
Managing Partner
Townsville City, QLD, AU
Mark Whelan
Managing Principal
Melbourne, VIC, AU
Simon Gennari
Senior Partner - Corporate Finance
Melbourne, VIC, AU
Sean Ryan
Managing Partner - Wealth Management
Canberra, ACT, AU
Leon Caulfield
Partner
Melbourne, VIC, AU
Julian Maloney
Chief Operating Officer
Geelong, VIC, AU
Peter Mayall
Partner
Melbourne, VIC, AU
Zoë Paule
Head of Marketing
Melbourne, VIC, AU
Dan Dale
Chief Financial Officer
New South Wales, Australia
Tony Krohn
Partner - Corporate Finance
Sydney, NSW, AU
Kath Nell
Chief People Officer
Sydney, NSW, AU
Terry Paule
Co-Founder
Melbourne, VIC, AU
Theodore Rosenthal
Head of Digital
Melbourne, VIC, AU
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