Meet Our Team
In addition to our own services, our network of like-minded professionals gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.
TEAM LEADER
Shane
Director and Financial Planner
Shane has been running a thriving practice since 1998. Having cut his teeth with St George Bank, he initially set up as a mortgage broker, before adding financial planning in 2006. Shane combines these decades of experience with an Associate Diploma in Accounting and Diplomas in Financial Planning and Finance & Banking.
Shane works with clients, young and not so young, providing assistance with every aspect of their financial profile. On the mortgage broking side, Shane assists clients with all forms of lending, including residential property loans, investment property loans and lines of credit. Refinancing is a specialty, as is vehicle and equipment finance. Shane’s business owning clients love the attention to detail he brings to their business lending requirements.
On the financial planning side, wealth management and insurance are key interests, as is assisting young people establish their financial footholds with things like the first home. Many of these young clients are the adult children of older clients who have been with Shane for many years. Shane finds these ‘inter-generational’ referrals especially gratifying, honoured that his clients see him as the natural source of information and inspiration for their own children. Similarly, most of Shane’s ‘new’ clients are referred to him by very satisfied current clients.
Shane is also keenly interested in self managed superannuation, and many of his clients benefit enormously from his expertise in this area. He provides assistance at every stage of the SMSF journey, from establishing the fund, maintaining compliance, developing and implementing effective investment strategies including property investment, preparing and lodging tax returns and closing funds when they are no longer required.
On the personal side, Shane is actively involved in the local sporting community, especially cricket, AFL, soccer and netball.
Shane Plumridge is an authorised representative (305984) of Wealth Today Pty Ltd (AFSL 340289). Shane is also an authorised credit representative (376728) of Mortgage Wisdom Australia Pty Ltd (ACL 377272)
THE TEAM
Mina Andrawis
Lawyer
Mina Specialises in business legal structures, business succession planning, estate planning and superannuation. In addition, Mina provides general corporate and commercial advice on a wide range of legal matters including contract negotiations, shareholder related matters and key industry and regulatory compliance issues.
Mina graduated with a double degree in Bachelor of Commerce/Law with majors in Finance and Financial Planning. He started his career with the NAB legal team then worked his way through the property and banking and finance division of top 10 law firm Gadens Lawyers. Prior to his current role, Mina specialised in provision of financial and legal advice to high net worth medical and dental practitioners.
Commercially-minded and practical, Mina is highly valued for his technical knowledge and practical approach to commercial negotiations and is praised by clients for his ability to provide simple advice on complex matters.
Wilbert Chhua
IT And Marketing
Wilbert holds dual degrees from Monash University - Commerce and Business Information Systems.
He commenced his professional career in business advisory at a mid-tier accounting and financial planning firm, where he worked successfully for several years.
He is now following his real passion for applying online marketing strategies and innovative technologies in financial services.
The accounting profession's loss is very much our gain.