Shane Lee

Partner & Senior Financial Planner BComm, CFP
Shane is a Certified Financial Planner with 20 years experience in banking and finance backed by a Bachelor Commerce and a Diploma of Financial Planning.

After nine years in the banking sector, where he advanced quickly from teller to branch manager, Shane moved into a career in Financial Planning with a large accounting firm. In 2002, he joined BMO where he helped established the financial planning arm - a natural extension of the accounting business - and become a Director of BMO Financial Services.

Shane provides a range of services including wealth creation strategies, investment planning, budgeting, income protection and life insurance. His conscientious approach is valued by clients, and advice is always tailored to each individual’s circumstances.

Shane enjoys regional community lifestyle having grown up in Rosewood and worked in a number of rural locations throughout Queensland. He is actively involved in the Parents and Friends Association at Our Lady of the Southern Cross College, enjoys spending time with wife Barb and their two young daughters, and getting out for a hit of golf.

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