Shane Pinkerton
AFP®, DipFP, AdvDipFS, JP - Financial Adviser Authorised Representative - ARN: 237602
Fiducian Financial Services Hunter
NSW - Regional
- shane.pinkerton@fiducianhunter.com.au
- Phone
- 02 4952 5500
- Address
-
20 Alma Road, New Lambton NSW 2305
PO Box 58, New Lambton NSW 2305
Fiducian Financial Services Newcastle
NSW - Regional
- shane.pinkerton@fiducianhunter.com.au
- Phone
- 02 4952 5500
- Address
-
20 Alma Road, New Lambton NSW 2305
PO Box 58, New Lambton NSW 2305
About Shane Pinkerton
As business owner of Fiducian Financial Services - Hunter, Shane has been involved in the Newcastle finance sector for over 20 years.
Shane holds an Advanced Diploma of Financial Services (Financial Planning) and is an appointed Justice of the Peace. Shane also holds specialist accreditation in Self-Managed Super Funds, Margin Lending and Geared Investments and has a Certificate IV in Finance and Mortgage Broking. Shane is an Associate Member of the Financial Advice Association Australia (FAAA).
Shane has met the FASEA exam standards required by law.
Services
Our Financial Planners, Shane Pinkerton, Christian O’Connor and Phoebe Phan have extensive experience in a wide range of financial arrangements.
Shane specialises in Centrelink Advice having worked for Centrelink as a Financial Services Officer, Wealth Creation (including geared investments), Superannuation (including Self Managed Superannuation Funds), Business Planning and Business Structure Advice, Personal Insurance Advice and all areas of Retirement Advice including Redundancy and High Net Worth Individuals.
Christian specialises in Investment and Superannuation Advice (including Self Managed Superannuation Funds), Wealth Accumulation Advice, Personal Insurance Advice, Business Planning and Business Structure Advice and all areas of Retirement Advice including Redundance and High Net Worth Individuals.
Phoebe is a Provisional Financial Planner. She has undertaken studies in all areas of Financial Planning, has passed the ASIC Ethics Examination and is applying her knowledge to areas such as Wealth Creation Advice, Investment and Superannuation Advice and Personal Insurance Advice.
Our Client Services Team are bright, energetic and dedicated to helping our clients. Their positive and helpful attitude creates a fantastic culture within the office based on efficiency and getting results for our clients. Clients of Fiducian Newcastle enjoy Quality Financial Planning with a dedicated support team to build and maintain long term relationships and positive experiences
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Shane Pinkerton
As business owner of Fiducian Financial Services - Hunter, Shane has been involved in the Newcastle finance sector for over 20 years.
Shane holds an Advanced Diploma of Financial Services (Financial Planning) and is an appointed Justice of the Peace. Shane also holds specialist accreditation in Self-Managed Super Funds, Margin Lending and Geared Investments and has a Certificate IV in Finance and Mortgage Broking. Shane is an Associate Member of the Financial Advice Association Australia (FAAA).
Shane has met the FASEA exam standards required by law.
Services
Our Financial Planners, Shane Pinkerton, Christian O’Connor and Phoebe Phan have extensive experience in a wide range of financial arrangements.
Shane specialises in Centrelink Advice having worked for Centrelink as a Financial Services Officer, Wealth Creation (including geared investments), Superannuation (including Self Managed Superannuation Funds), Business Planning and Business Structure Advice, Personal Insurance Advice and all areas of Retirement Advice including Redundancy and High Net Worth Individuals.
Christian specialises in Investment and Superannuation Advice (including Self Managed Superannuation Funds), Wealth Accumulation Advice, Personal Insurance Advice, Business Planning and Business Structure Advice and all areas of Retirement Advice including Redundance and High Net Worth Individuals.
Phoebe is a Provisional Financial Planner. She has undertaken studies in all areas of Financial Planning, has passed the ASIC Ethics Examination and is applying her knowledge to areas such as Wealth Creation Advice, Investment and Superannuation Advice and Personal Insurance Advice.
Our Client Services Team are bright, energetic and dedicated to helping our clients. Their positive and helpful attitude creates a fantastic culture within the office based on efficiency and getting results for our clients. Clients of Fiducian Newcastle enjoy Quality Financial Planning with a dedicated support team to build and maintain long term relationships and positive experiences
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
Make an appointment with Shane Pinkerton
As an Accountant it is important that a Financial Adviser be professional, able to quickly assess a clients needs, but most of all, understand why this individual person needs financial planning advice. I know that Shane Pinkerton and his team at Fiducian Financial Services deliver in all of these areas when dealing with Taggart Partners clients.
I have known Shane Pinkerton for more than 10 years and carried out accounting services for his companies for over 6 years. As a financial advisor, I have found Shane to be very knowledgeable in his field of expertise and feel I can use his services with confidence.
I have known Shane Pinkerton for more than 10 years and carried out accounting services for his companies for over 6 years. As a financial advisor, I have found Shane to be very knowledgeable in his field of expertise and feel I can use his services with confidence.