Shane has spent more than 25 years helping individuals, families and organisations navigate the key inflection points that shape wealth across generations. Having already built and led one multi-award-winning wealth management firm, he founded Switchpoint in 2026.
Shane is a Chartered Financial Planner and holds the Institute of Financial Services Diploma. He is also a member of the Chartered Institute for Securities & Investment, the Personal Finance Society and the Chartered Insurance Institute.
“I’m as passionate as ever about seeing clients flourish. Switchpoint is the crystallisation of everything I’ve learnt and achieved since I entered the world of financial services.”
