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Shane Lee

BMO Financial Solutions

Gold
26 Yrs Experience
Dalby, QLD 4405

BMO Financial Solutions

178 Drayton Street
Dalby, QLD 4405

Opening hours

  • 8:00am – 5:00pm Monday – Thursday
  • 8:00am – 3:00pm Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

At a glance

  • Adviser status Gold
  • First year providing advice 1998
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135