Shane Fitzsimmons

Associate Partner

Biography

Shane joined Findex in 2012 and has worked in the financial services industry for almost 20 years. In this time, Shane has gained extensive knowledge across numerous lines of financial services and wealth management.

Shane enjoys the close and trusted relationship he holds with many clients and is focused on supporting clients in all stages of life, from growing and protecting wealth to assisting in generating client’s income needs in retirement. Shane believes having a Financial plan and setting realistic goals is vital to allowing clients to have financial freedom in retirement. “I want my clients to pick their retirement date, rather than having it picked for them from a lack of long-term planning”.

Shane lives in Mildura and travels to the Riverland and Broken Hill regions regularly to meet with new and existing clients.

Offices: Mildura (main), Loxton, Berri, Broken Hill

My speciality

Wealth Management
Office Location
Findex Mildura
133 Langtree Avenue
Mildura, VIC 3500
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Phone: (03) 5023 9700

Articles by me

By Shane Fitzsimmons
2 min read
InvestmentsWealth Management
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