Shane Lehmann is a Senior Investment Adviser who specialises in providing bespoke funds management and tailored professional wealth management advice. Shane focuses on assisting clients to achieve their own financial independence through careful investment choice. This involves looking at strategy planning, as well as advising both in equities, exchange traded funds, hybrids, options overlay, managed funds, term deposits and government bonds.

Prior to joining Hartleys, Shane was an executive with Macquarie Bank Limited where he spent two years in the Macquarie Investment Management Division. Shane was State Manager for Prudential Corporate Superannuation where he spent two years building and developing their corporate superannuation business. Shane has been a key driving force within Hartleys for over 20 years and was part of the Management Buy Out in 2003 and is a shareholder of the firm.

Shane holds a Bachelor of Commerce from Curtin University and completed part of his degree in the USA where he was awarded a scholarship to study at Washington State University. Shane has a post graduate degree from the Financial Services Institute of Australasia (FINSIA), in addition to extensive training and development from his years in the finance industry.

Shane is authorised to provide advice on:

• Derivatives
• Government debentures, stocks or bonds
• Life products
• Managed investment schemes (including IDPS)
• Retirement savings account products
• Securities
• Superannuation
• Margin lending facilities