Shane Mitchell

BBus. AdvDip. FS (FP)

Shane Mitchell is an experienced Financial Adviser who is committed to making personal wealth management more accessible to the general population. He aims to empower his clients via financial education which in turn allows them a greater likelihood of achieving financial independence.

As a co-founding Director of Inspired Money, and having worked for boutique financial planning organisations in the past, he is motivated by a goal of making financial advice accessible and engaging. He has a strong foundation in traditional financial planning having spent just over ten years working for the Corporate Will Company and iWealth Financial Services. Whilst Shane recognises the value in traditional Financial Planning he is driven to offer more than just sound advice. Rather, he seeks to disrupt the assumptions made about the industry and to show his clients that being financially informed and educated leads to greater financial success.

Shane has a natural ability to connect with people, which facilitates a strong business rapport with his clients. By having this rapport in place he is able to better serve his clients, as he is able to garner a deep understanding of their personal and financial goals. This ability to connect with clients has resulted in continuous referred business and has seen Inspired Money grow to having more than 2000 clients across Australia, in less than five years.

Shane is committed to great outcomes for his clients and his determination has paid off, with many of his clients having a greater understanding of their own personal financial management and what they are trying to achieve with their assets. His overarching goal is to distill the financial advice, provide transparency and allow his clients to live and feel the benefits achieving their goals. He has successfully shown his clients that greater engagement in their finances is a worthy investment in themselves.

Qualifications:

  • Bachelor of Business (Accounts & Finance) (ECU)
  • Advanced Diploma of Financial Planning (Kaplan)
  • 14 years in Industry

Memberships:

  • Association of Financial Advisers membership

What Shane’s clients are saying:

“I have dealt with Shane over a number of years for my own personal needs as well as those of the clients that I deal with. As I am involved in the financial services industry but do not personally carry the qualifications to provide specific advice to my clients regarding risk insurance etc, I find it a perfect fit to have Shane as someone I can refer my clients to for their requirements. His level of knowledge, integrity and overall service benefits my overall proposition to my clients.” – John ( 35-45 yo client)

 

“Shane has always been very approachable and accommodating to our needs. He spends time explaining what we should be looking at and the reasons why.” – Craig & Karen (56-65 yo clients)

 

“Shane has helped us to build up our retirement funds in the last ten years of our working lives so that we can start retirement comfortably.” – Lesley (65+ yo client)

 

“Shane has always been helpful and supportive through the planning process. I have no hesitation in recommending Shane to anyone.” – Sheila (65+ yo client)