SHANE HOLMES

Director & Financial Adviser

Shane joined the financial services industry in 1990 with Colonial Mutual Life providing advice on superannuation, personal life and disability insurance. He had a strong desire to provide a variety of product and company choices  for his clients and within 2 years commenced his own practice. He quickly developed business relationships with up to 10 life insurance companies, which provided Shane with the opportunity to deliver a wider range of tailored superannuation and insurance services to his clients.

Over time and with a shared client first focus Shane developed a strong working relationship with Greg Sheridan. In 1998 Shane and Greg merged their respective financial planning and accounting businesses to form what is known today as Sheridans Accountants & Financial Planners Pty Ltd.

Shane explains that, as advisers we often hear people say - “I don’t have enough money to see a financial planner”. However, we suggest the opposite is in fact true.  One of our favourite sayings is, failing to plan is planning to fail”.

All too often we hear of the impact failing to plan has on people. One example is inefficient estate planning with a large proportion of the population not having a legal and up to date Will or Power of Attorney in place. Poor estate planning can often lead to family disputes.

"There are many issues we discuss with clients, such as putting in place easy to follow budgets that allow our clients to commence saving for a home, a holiday or to grow their wealth. We review our client’s personal insurance protection plans with particular emphasis placed on selecting tailored products and well worded insurance policies. Tax effective and easy to understand retirement savings plan strategies are considered along with more complex and detailed advice for Self-Managed Superannuation Fund trustees. A comfortable lifestyle in retirement does not simply happen by chance. The right advice and a clear plan are the essential tools needed to achieve goals."

Personalised plans require regular revision to capture life’s financial milestones such as getting married, becoming a parent, children in their teenage years then approaching retirement. Shane says, "I really enjoy helping people plan through these various stages of the financial life cycle."

Shane completed his Diploma of Financial Planning in 2002 from Deakin University and continued to further his education by completing specialist accreditation courses to provide advice on Self-Managed Superannuation Funds, ASX Accredited Listed Products and Margin Lending and Geared Investments.

Shane’s professional associations and memberships include:

  •         Association of Financial Advisers
  •         Self-Managed Superannuation Fund Association of Australia
  •         Registered Tax (Financial) Adviser of the - Tax Practitioners Board
  •         Authorised Representative of – Sheridans Financial Services Pty Ltd

Outside of work, Shane enjoys spending time with his wife and son. In his younger days Shane represented Australia in cycling but nowadays enjoys endurance motorcycle trail rides in the remote areas of outback Australia.