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Adviser Profile

Shane Lee

BMO Financial Solutions

Shane has over 25 years experience in the financial services industry and can provide a range of personalised advice strategies to his clients. Shane joined BMO in 2002 where he helped establish the financial advice business and became a Director of BMO Financial Solutions.

Specialities

  • Superannuation
  • Retirement Planning
  • Non-super Investments
  • Debt Management
  • Aged Care Advice
  • Self-Managed Super Funds
  • Personal Insurance
  • Wealth Creation
  • Overseas Pensions
  • Business Insurance
  • Estate Planning
  • Centrelink Advice
  • Direct Equities

Indicative fee

Advice is provided on a fee for service basis depending on the scope and complexity of the advice required. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

178 Drayton Street, Dalby Qld, 4405

Office Hours

Monday to Friday: 8:30 am - 5pm.



Shane Lee is a representative of Mcpherson and Associates Pty Ltd AFSL No. 229 883 ABN 15 087 681 561 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.