Our team
Shane Hatch
CFP®, BE(Hons), Grad Dip FP, C.Dec
Certified Financial Planner
Email: [email protected]
Phone: 0417 923 045
Shane Hatch
CFP®, BE(Hons), Grad Dip FP, C.Dec
Certified Financial Planner
Email: [email protected]
Phone: 0417 923 045
Shane Hatch
Shane Hatch
CFP®, BE(Hons), Grad Dip FP, C.Dec
Certified Financial Planner
Email: [email protected]
Phone: 0417 923 045
Originally a Mining Engineer, Shane undertook extensive study and became a Financial Planner in 2000. As the principal planner and owner of Hatch Financial Planning Pty Ltd Shane holds a Graduate Diploma in Financial Planning and has been awarded the coveted title of Certified Financial PlannerTM by the Financial Planning Association. Shane's training and experience have led him to develop strengths in engineering structured strategic advice on financial matters relating to retirement planning, estate planning, life insurance planning, investment risk management, gearing and wealth creation strategies.
Shane is a firm believer that we are all meant to live extraordinary lives and so he takes it upon himself to help people identify and then actually put in place a plan to actualise that life that they want to live. He spends time aligning their financial choices with their most important goals and values.
James Kroll
James has been advising clients for several years and became a financial adviser to make a difference through helping people to gain clarity and control over their finances to assist them in achieving their goals and objectives. Prior to becoming a financial adviser, James's experience included working as a mechanical engineer as well as a project manager in the marine space.
James holds a Masters in Financial Planning as well as a Bachelors of Accounting Degree and Bachelors of Mechanical Engineering. He is also a qualified Justice of the Peace.
James is a Self Managed Super Fund specialist and is qualified to give advice on superannuation, retirement planning, estate planning, life insurance, investments and wealth creation, including gearing and direct equities.
Through his varied education, training and experience James has demonstrated experience in constructing unique and specific advice in a multitude of different areas.
James is passionate about helping people to discover what they want to achieve in life. He believes that a proper financial plan, driven by your individual goals, wants and needs is crucial to achieving the life you want to live.
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Hatch Financial Planning Pty Ltd ATF Hatch Planning Trust (ABN 61 043 321 809) is a Corporate Authorised Representative (ASIC No.301272) of GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544 | www.gpswealth.com.au
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