Dane Windshuttle Email and Phone Number
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Full service financial adviser specialising in the following areas:- Fund and asset management- All forms of life insurances for individuals, couples and businesses- Industry and retail superannuation advice - Self Managed Superannuation Fund set-up (commercial and residential property included)- Retirement planning / transition to retirement strategies- Taxation advice- Cash flow and Budgeting- Small business consultingThrough our trusted referral partners we also offer the following services:- Home loans, car loans and business loans- Personal and business accountingMy one and only priority is the welfare and success of my clients, every decision I make is centered around my recommendations leaving my clients in a better position.
Lythgo Crew Wealth Management
View- Website:
- lcwm.com.au
- Employees:
- 6
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Senior Financial AdvisorLythgo Crew Wealth Management Feb 2024 - PresentGreater Brisbane Area -
Financial AdviserLythgo Crew Wealth Management Feb 2014 - Feb 2024Brisbane, AustraliaAt LCWM the premise of our business is centered around the best interest of our clients. Our mission is to achieve our clients goals and objectives by putting the clients needs first and foremost.There are two areas of advice which we specialise in; Wealth Protection and Wealth Creation:Wealth Protection:Wealth protection covers all forms of life insurances at retail, business and corporate levels providing solutions for anyone who would like to secure their future from the unforeseen. We have solutions that cover every end of the spectrum from simple income protection strategies for newly entering the workforce clients all the way through to complex buy/sell agreements for businesses/corporate clients. We are independently licensed so we are not tied to any particular provider giving us the flexibility to find the best solution for our clients from a large and diverse range of products.Wealth Creation:Our wealth creation arm comes in many different forms depending on the specific client, no two clients are the same so we have investment strategies that suit everyone. From simple superannuation strategies to help people achieve their retirement goals through to complex SMSF strategies for sophisticated investors. We pride ourselves on matching clients with the appropriate investments based on their risk tolerance and are always actively watching markets to ensure you continue to be invested appropriately.All initial meetings are free of charge so If you would like further information please do not hesitate to email at dane@lcwm.com.au and I am more then happy to help! -
Training OfficerPlanet Hollywood International Feb 2013 - Dec 2013Times Square New York City- Oversee and maintain waitstaff standards- Train new waitstaff - Liaise with management to ensure service standards are efficient and effective- Ensure waitstaff are performing the necessary opening and closing duties- Ensure all standards and expectations outlined by corporate office are being achieved -
Vip ServicesOlivier Cheng Catering And Events Feb 2013 - Nov 2013New York CityOlivier Chengs is the most exclusive catering company in New York City and deals with New York City's elite. This company expects nothing but perfection given their high end clientele and it was my job to deliver. My role at events varied greatly from actively working on the floor to an oversight at larger events and within these roles it was my duty to ensure all VIP guests are kept at the standard expected from Olivier. I had to maintain strict confidentiality in order to protect the clients interests and maintain the longevity of their business. Working at Olivier Chengs taught me how to facilitate people from vastly different cultures and affluence and deliver positive outcomes no matter how difficult the circumstances.
Dane Windshuttle Skills
Dane Windshuttle Education Details
Frequently Asked Questions about Dane Windshuttle
What company does Dane Windshuttle work for?
Dane Windshuttle works for Lythgo Crew Wealth Management
What is Dane Windshuttle's role at the current company?
Dane Windshuttle's current role is Senior Financial Adviser.
What is Dane Windshuttle's email address?
Dane Windshuttle's email address is da****@****.com.au
What is Dane Windshuttle's direct phone number?
Dane Windshuttle's direct phone number is +614335*****
What schools did Dane Windshuttle attend?
Dane Windshuttle attended University Of The Sunshine Coast.
What are some of Dane Windshuttle's interests?
Dane Windshuttle has interest in Social Services, Travelling, Snowboarding, Politics, Art, Surfing, Fitness, Music, Swimming, Golf.
What skills is Dane Windshuttle known for?
Dane Windshuttle has skills like Financial Analysis, Management, Financial Services, Customer Service, Insurance Risk, Retirement Planning, Microsoft Office, Financial Research, Finance, Public Speaking, Financial Advisory, Leadership.
Who are Dane Windshuttle's colleagues?
Dane Windshuttle's colleagues are Brian Royes, Sam Lythgo, Michael Crew, Jonathon Murphy.
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