The Loan Process | Loans Types | Borrowing Power | Rates & Fees | Pre-Approval | How to Apply

Your Mortgage Broker

We no longer provide mortgage services directly, however we do provide a service which can link you to a mortgage broker in your area.

Click here to find out more about your next mortgage.

Shane is a mortgage broker and a director of Equita Financial Serives Pty Ltd. He is also a full member of the MFAA (Mortgage and Finance Association of Australia) and holds Accredited Mortgage Consultant status with this organisation, meaning that he has met their minimum education, experience and ongoing development requirements.

Aside from his passion for great service, one of Shane's major points of difference from most mortgage brokers is that he is also a fully qualified and licensed financial planner. This means he is required to meet a far higher level of education and ongoing development, which is good news for you as a client.

Experience

Shane has over a decade of experience in financial services, both in Australia and abroad in London. Shane's experience in mortgage lending includes roles in sales, compliance, product development and management, with major Australian companies including the NAB, Suncorp and BMM. Shane has also worked with insurance and investment companies including ING and IAG.

Knowledge

Shane's knowledge of financial services extends beyond simply completing the minimum education requirements for financial planners and mortgage brokers. Shane's previous roles have required a far greater knowledge of the industry and the products he deals with.

Shane has a genuine interest in financial markets and the greater economy. When not dealing directly with his clients, Shane is researching the markets and new developments within the industry to ensure his clients are always kept informed of the latest opportunities available to them.

Shane is always looking to increase his knowledge, and is currently completing post-graduate studies towards a Master of Applied Finance, a qualification that will set him further apart from the pack.

Passion

Knowledge and experience is nothing without passion. Despite a successful career in finance, Shane's passion for helping clients achieve their goals led him to create Equita Financial. No longer willing to deal with the constraints of working for a corporation, Shane realised that the only way to provide the service he felt his clients deserved was to branch out on his own.

Convenience

Shane will come to your home or office, 24 hours a day 7 days a week. Not comfortable with that? Let Shane buy you a coffee instead and you can start the ball rolling at your favourite local cafe.

Points of Difference

The majority of mortgage brokers have access to the exact same products and the same prices. So why deal with Shane instead of the rest? Here are a few important points of difference.

  • Shane is a qualified and licensed financial planner - most mortgage brokers are not
  • Shane has held head-office roles with a number of large financial institutions, giving him an insight that many other brokers do not posses
  • Shane is not a sales person who just 'fell into' the role like many others, he has been working in financial services towards this point for his entire career
  • Shane is comfortable dealing with any client, regardless of their size. Whether it's your first home or your tenth investment property, Shane will do the best job in all cases

Qualifications

  • Diploma of Financial Services - Financial Planning
  • Advanced Diploma of Financial Services - Financial Planning (currently studying)
  • Master of Applied Finance (currently studying)
  • Certificate IV in Financial Services - Mortgage Broking / Finance

Professional Memberships

  • AFA - Association of Financial Advisers
  • MFAA - Mortgage & Finance Association of Australia
  • COSL - Credit Ombudsman Service Limited
  • FOS - Financial Ombudsman Service


Life Insurance
Income Protection
TPD Insurance
Trauma Insurance
Business Insurance
First Home Buyer
New Home Loan
Refinance
Investment Loan
Debt Consolidation
Superannuation
Retirement Planning
Managed Funds
Margin Lending
Shares

General Advice Warning: The information contained within this website is general in nature and does not take into account your personal needs and objectives. You should not act upon any information without first seeking professional advice. Equita Financial Services Pty Ltd is no longer an authorised representative of an AFSL, and is therefore not licensed to provide financial advice. Please read the terms and conditions of use for this website.
Are you a tradie looking for income protection or life insurance for tradesmen? Check out Tradesman Insurance for the right advice. For medical professionals we recommend life insurance for doctors. Insurance consulting services are supplied to Equita by AMAUS.
Equita Financial no longer provides financial advice on risk insurance, superannuation or investment. Our website provides information on life insurance, total & permanent disability (TPD insurance), trauma insurance, income protection and funeral insurance. Our website also contains information on superannuation, retirement planning and investment, including managed funds and margin lending. The information is general and should not be seen as advice. You should not act upon any information on this website without first seeking advice from a qualified and licensed professional.