Shane Nicholas - Director and Wealth Coach
Shane's story
Shane commenced his journey in financial advice straight out of secondary school, having decided that he wanted to spend his time helping people.
After completing a Bachelor of Business in Financial Planning at RMIT, Shane explored different parts of the financial services industry, including a stint with one of the big banks. It was in this time that he realised that working in an institution was not for him which resulted in a chance meeting with Innate.
In 2009, after two years at Innate, Shane purchased equity in the business and has enjoyed every step of the journey.
Today, Shane is as passionate as ever about helping people and finds it a genuine privilege to be allowed into the lives of those he works with in helping them navigate the complexities that are present in the world.
Outside of the office, you will find Shane spending time with his wife Kelly and their two children, Olivia and Harry somewhere in the Macedon Ranges. If time permits, which is a not often with children commitments, Shane will be on the golf course, in a group fitness class with Kelly or cheering on the Bombers.
Who Shane works with
Shane works for households and businesses who have a genuine aspiration to improve their current world across a variety of backgrounds.
Qualifications
- Certified Financial Planner
- SMSF Specialist Advisor
- Bachelor of Business - Financial Planning with Distinction
- Post graduate Aged Care Specialisation
Hobbies and Community Involvement
- Within the financial planning industry, Shane has been a long standing member of the Financial Planning Association's Certified Financial Planner education program. He is an active writer of assignments and exams and regularly presents webinars to current students.
- Shane is a member of the Conduct Review Commission with the Financial Planning Association. His role in this committee is to oversee and pass recommendations for ethical breaches of the Financial Planning Association's code of ethics.
- In his local community, Shane has been involved in numerous committees within the football club and cricket club and is currently sitting on the sidelines as his children commence junior sport.
