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Adviser Profile

Shane Nicholas

Innate Wealth

In 2009, after three years as an employee, Shane acquired a share of Innate Wealth and became its third director. Shane’s role as a Principal Wealth Consultant allows him to bring his financial knowledge and love for technology into his role. Shane is also a member of the Financial Planning Associations (FPA) education committee, which incorporates reviewing and developing education programs and training modules for future certified financial planners.

Specialties

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

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required, with fees starting at $2,200 (GST inc). For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

9 – 12 Arabin Plaza, 19 – 23 Arabin Street, Keilor VIC 3036

Office hours

Monday - Friday: 8.30am to 5.30pm.



Shane Nicholas is a representative of Innate Wealth Pty Ltd AFSL No. 229 242 ABN 66 082 986 641 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.