Shane Isbester Email
Compliance Manager @ Direct Wealth
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Shane Isbester Location
- Brisbane, QLD, AU
Shane Isbester Work
- 2025 -now Compliance Manager @
- 2023 -2025 Head of Professional Standards and Governance @
- 2021 -2023 Head of Professional Standards and Compliance @
- 2020 -2021 Contract Specialist
- 2018 -2020 Advice Coach @
- 2016 -2018 State Operations Manager @
- 2014 -2016 Key Adviser Relationship Manager @
- 2005 -2013 Business Partnership Manager @ AMP Financial Planning
- 1994 -2005 Various roles @
- 1989 -1994 Various @
- now Team Leader - ThreeSixty Implementation Team @ MLC
- 2003 -2004 Team Leader - ThreeSixty Implementation Team @ MLC
Shane Isbester Education
- Kaplan Professional
FPC002B Ethics and Professionalism in Financial Advice (Financial Planning and Services)
2019-2019 - Kaplan Professional
(SMSF Specialist Accreditation)
2019-2019 - Deakin University
Diploma of Financial Services/Advanced Diploma of Financial Services (Financial Planning) (Financial Planning and Services)
1996-2003 - University of South Australia
B.Acc. (Accounting, Business, Law)
1989-1994 - Campbelltown High School, Adelaide 1984-1988
Shane Isbester Skills
- Superannuation
- Wealth Management
- Financial Services
- Strategic Financial Planning
- Wealth
- Investment Strategies
- Financial Advisory
- Retirement Planning
- Investments
- Financial Planning
- Pensions
- Portfolio Management
- Insurance
- Investment Management
- Financial Planners
- Life Insurance
- Disability Insurance
- Investment Advisory
- Mortgage Lending
- Residential Mortgages
- Retirement
- Estate Planning
- Asset Management
- Mutual Funds
- Asset Allocation
- Fixed Annuities
- Operations Management
- Customer Relationship Management (CRM)
- Regulatory Compliance
- Relationship Management
- Business Relationship Management
- Presentations
- Income Protection
- Wealth Management Services
- SMSF
- Wealth Accumulation
- Personal Finance
- Debt Management
- Critical Illness
- High Net Worth Individuals
- Personal Financial Planning
- Savings
- Compliance Management
- Microsoft Excel
Shane Isbester Summary
- Shane Isbester, based in Brisbane, QLD, AU, is currently a Compliance Manager at Direct Wealth. Shane Isbester brings experience from previous roles at Spark Financial Group, Various and Astute Financial Management. Shane Isbester holds a 2019 - 2019 FPC002B Ethics and Professionalism in Financial Advice in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Superannuation, Wealth Management, Financial Services, Strategic Financial Planning, Wealth and more. Shane Isbester has 2 emails on RocketReach.
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