Shane Debernardi

South East Financial Group

5.00
1 Review
Silver
9 Yrs Experience
Mornington, VIC 3931

Combined founder and business owner of South East Financial Group, with intense technical expertise in all areas of finance. He is setting the standard for the modern day Dad, managing home life at the same as helping clients to achieve their own financial life goals and dreams. His calming nature, loyalty, dedicated and supportive approach is paramount to our clients success. Good times, good health and family and leaving the world a better place underpin his life roadmap. Certified Financial Planner and Mortgage Broker doing all things money.

https://www.sefinancialgroup.com.au/

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

South East Financial Group

Suite 38, 33 Milgate Dr
Mornington, VIC 3931

Licensed by

Advice Loop Pty Ltd

AFSL 519172