A little bit about us.
Established in 2016 by Brad Blain & Shane Lenehan, Belfast Wealth Management is a boutique Financial Planning & Mortgage Broking firm located in Port Fairy, Victoria. (The township of Port Fairy was officially known as Belfast from 1843 until 1887).
This business was created with a "clients in control" philosophy, with a view of building a local, privately owned Financial Services business that puts you first and values the client relationship above all else.
We aim to deliver first class financial services to our clients in a dedicated, one on one fashion that ensures all of our clients are catered for individually. This is a deliberate move away from the large corporations and institutions that tend to control our financial lives. Far too often, people are left disillusioned and feeling like they are just another number.
Too many firms are simply sales agents for large corporations and we pride ourselves on being able to sit in front of you and offer honest and unbiased advice that is in your best interests
A little bit about Brad.
Brad began his career in the Financial Services industry in 2008 and has spent time at companies such as UBS, Australian Unity Investments and MLC. Much of Brad’s experience has been in the Funds Management space and has been driven by his passion for investment analytics and the broader investment markets.
Brad has long held the belief that traditional investment markets and a “set and forget” or one size fits all approach to investing is not the most efficient and transparent method of ensuring that clients are in control of their own funds. Through the use of technology and the latest portfolio management practices, Brad is passionate about creating unique client experiences when it comes to savings, superannuation and investments.
Brad holds a Bachelor of Business (Financial Planning) and a Securities and Managed Investments accreditation through The Stockbrokers Association of Australia. Brad is a member of the Finance Brokers Association of Australia Limited and is an authorised credit representative (No. 502445) of Outsource Financial Pty Ltd, Australian Credit License 384324.
A little bit about Shane.
After a successful career in the agricultural sector and dairy industry, Shane made the move into financial services in 2006. A five-year stint in Perth saw Shane progress to a Financial Planner with one of the Big 4 banks, as well as roles in boutique Financial Planning in the investment and mining hub of West Perth.
Shane then spent six years working locally for a mid-tier firm under the AXA and AMP brands. In 2012, Shane was presented with two national awards for making a significant and material difference to the lives of one of his clients, winning both the Financial Planning Association of Australia Best practice AFP Award and the Charter Financial Planning National Value of Advice Award. Shane is passionate about ensuring that each client is in charge of their own financial destiny.
Shane holds an Advanced Diploma of Financial Services (Financial Planning) and is a member of the Financial Planning Association of Australia. Shane is an Authorised Representative No. 327394 of MyPlanner Professional Services Pty Ltd AFSL No. 425542.