Shane Monte Silva

Shane Monte Silva Email and Phone Number

Director: Financial Planner and Mortgage Broker @ GEM Wealth Advisory
Melbourne, VIC, AU
Shane Monte Silva's Location
Greater Melbourne Area, Australia
About Shane Monte Silva

WHAT I DO: With over 17 years of experience in wealth management, I help to coordinate my clients’ financial lives and assist them in making smart decisions within the areas of investments, retirement planning, insurance strategies, tax minimisation, and estate planning. I CAN HELP YOU:- ORGANISE your financial life, allowing you to make better decisions- REDUCE financial stress, letting you enjoy life, not worry about it- PROTECT what’s important to you and your family- BUILD a plan for your money that reflects your unique values, goals and dreams- RECLAIM valuable time to spend with family & friends, instead of crunching numbers- ACHIEVE your goals and dreams through personalised, comprehensive advice- LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life change HOW I DO IT DIFFERENTLY: I take a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects YOU, YOUR FAMILY and YOUR LIFE. I am a fiduciary, obligated to act in your best interest at all times, and practice full disclosure. HOW I GET PAID: Prior to the provision of personal advice, we will agree upon a preferred payment option and disclose how our fee is calculated. We will provide you with a quote for our services before we undertake any work on your behalf. No Obligation Meeting➤Email: shane@asfinancialplanning.com.auPhone: 0400 108 187

Shane Monte Silva's Current Company Details
GEM Wealth Advisory

Gem Wealth Advisory

View
Director: Financial Planner and Mortgage Broker
Melbourne, VIC, AU
Employees:
1
Shane Monte Silva Work Experience Details
  • Gem Wealth Advisory
    Director: Financial Planner And Mortgage Broker
    Gem Wealth Advisory
    Melbourne, Vic, Au
  • As Financial Planning
    Financial Adviser
    As Financial Planning May 2023 - Present
    St Kilda, Victoria, Australia
  • Priority1 Wealth Management Group - Independent Financial Advice
    Financial Adviser
    Priority1 Wealth Management Group - Independent Financial Advice Dec 2022 - May 2023
  • Kidmans Partners ■ Accountants & Advisors
    Financial Adviser
    Kidmans Partners ■ Accountants & Advisors Feb 2022 - Nov 2022
  • Commonwealth Financial Planning
    Financial Planner
    Commonwealth Financial Planning Jul 2011 - Jan 2022
  • Financial Foundations Australia
    Finanical Planner
    Financial Foundations Australia Jan 2011 - Jun 2011
  • Financial Foundations Australia
    Senior Paraplanner
    Financial Foundations Australia Oct 2006 - Jun 2011

Shane Monte Silva Skills

Wealth Management Insurance Financial Services Retirement Planning Financial Advisory Investments Retirement Wealth Investment Advisory Investment Strategies Portfolio Management Pensions Estate Planning

Frequently Asked Questions about Shane Monte Silva

What company does Shane Monte Silva work for?

Shane Monte Silva works for Gem Wealth Advisory

What is Shane Monte Silva's role at the current company?

Shane Monte Silva's current role is Director: Financial Planner and Mortgage Broker.

What skills is Shane Monte Silva known for?

Shane Monte Silva has skills like Wealth Management, Insurance, Financial Services, Retirement Planning, Financial Advisory, Investments, Retirement, Wealth, Investment Advisory, Investment Strategies, Portfolio Management, Pensions.

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