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Chermside
Our clients in Chermside and the surrounding areas are assisted by our local financial planner and mortgage broker, Shane Moore.
Shane can visit you at your home or workplace in Chermside, at any time that suits you. Shane is located in nearby Clayfield and is only a phone call or a five minute drive away.
Shane can be contacted directly on 0439 869 682 or email shane@equita.com.au
Shane specialises in the following areas:
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Wealth Protection
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Mortgage & Finance
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Wealth Creation
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An unforseen event can put at risk everything you have worked towards. We can help to protect what you have created using the following strategies:
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For many Australians, the first step in their path towards a financially secure future is to purchase their first home.
As their financial situation improves and their family grows, the next step is to upgrade, either via renovations or moving to a new home.
There are many other times when people need to borrow money, this may include:
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There are many different strategies available to create and grow wealth.
For many Australians, their superannuation is their largest investment asset, and we can assist with both super and non-super investment strategies including:
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Disclosure: Equita Financial Services Pty Ltd and Shane Moore are authorised representatives of Synchron - Australian Financial Services License No. 243313. All financial planning advice with the exception of mortgage broking is provided under this licence.
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.
Areas we service: Central: Brisbane City, Bowen Hills, Fortitude Valley, Herston, Highgate Hill, Kangaroo Point, Milton, New Farm, Newstead, Paddington, Red Hill, South Brisbane, Spring Hill, Teneriffe, West End. North: Albion, Alderley, Ascot, Ashgrove, Clayfield, Hamilton, Hendra, Kedron, Kelvin Grove, Gordon Park, Grange, Lutwyche, Newmarket, Nundah, Wilston, Windsor. South:, Annerley, Buranda, Coorparoo, Woolloongabba. East: Balmoral, Bulimba, Camp Hill, Cannon Hill, Hawthorne, Morningside, Murarrie, Norman Park. West: Auchenflower, Bardon, Brookfield, Chapel Hill, Indooroopilly, Kenmore, Pullenvale, St Lucia, Taringa, Toowong. And everywhere in between...
Equita Financial provides financial advice on risk insurance, superannuation and investment. Our financial planner is based in Clayfield, Brisbane, and services all surrounding suburbs. We provide advice on life insurance, total & permanent disability (TPD insurance), trauma insurance and income protection. We also provide advice on superannuation, retirement planning and investment, including managed funds, margin lending, fixed interest, bonds and strategic asset allocation.
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