Shane Mitchell Email & Phone Number
Financial Adviser, Director @ Inspired Money
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Shane Mitchell Location
- Perth, WA, AU
Shane Mitchell Work
- Financial Adviser, Director @ (March 2011 - Present)
- Director, financial adviser @ Peard Financial Planning (October 2014 - Present)
- Financial Adviser @ Northern Networkers (January 2015 - Present)
- Financial Adviser @ Association of Financial Advisers (AFA) (January 2001 - January 2016)
- Income Replacement Specialist @ (July 2006 - March 2011)
- Financial Adviser @ The Corporate Will Company (January 2002 - July 2006)
Shane Mitchell Education
- Edith Cowan University
Bachelor of Business (Accounting and Finance)
1992-1996 - Woodvale SHS 1986-1991
- Speakers Institute
Shane Mitchell Skills
- Asset Allocation
- Business Networking
- Buy-sell Agreements
- Certified Financial Planner
- Critical Illness
- Debt Management
- Disability Insurance
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Goals
- Financial Planners
- Financial Risk
- Financial Services
- Fixed Annuities
- Funding
- High Net Worth Individuals
- Income Protection
- Independent Financial Advice
- Inheritance Tax Planning
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Key Person Insurance
- Life Insurance
- Mortgage Lending
- Mortgage Protection
- Mutual Funds
- Pensions
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Residential Mortgages
- Retirement
- Retirement Planning
- SMSF
- Savings
- Securities
- Strategic Financial Planning
- Superannuation
- Tax
- Term Life Insurance
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
- Strategic Planning
- Microsoft Word
- Leadership
- Buy Sell Agreements
Shane Mitchell Summary
- Shane Mitchell, based in Perth, WA, AU, is currently a Financial Adviser, Director at Inspired Money. Shane Mitchell brings experience from previous roles at Peard Financial Planning, Northern Networkers, Association of Financial Advisers (AFA) and iwealth Financial Services Pty Ltd. Shane Mitchell holds a 1992 - 1996 Bachelor of Business in Accounting and Finance @ Edith Cowan University. With a robust skill set that includes Asset Allocation, Business Networking, Buy-sell Agreements, Certified Financial Planner, Critical Illness and more. Shane Mitchell has 1 emails and 1 mobile phone numbers on RocketReach.
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