Position: Financial Advisor
At the heart of Shane and his business partner Joshua’s company, is their passion to provide personalised, successful, long term strategic financial planning to their clients.
Synergy Private Wealth. is an authorised representative of Paragem , and can provide advice to and apply on your behalf for the issue, variation or disposal of the following kinds of financial products:
- Life insurance
- Superannuation
- Securities
- Managed investment schemes
- Investor directed portfolio services
- Managed discretionary account services
- Retirement savings accounts
- Derivatives
- Deposit and payment products
- Government debentures, stocks or bonds
- Standard Margin Lending*.
*Joshua Fileti is authorised to provide advice in all areas listed above except for Margin Lending.
Synergy Private Wealth employs the following experienced financial advisers, who are Authorised Representatives of Paragem:
– Shane Case (Authorised Representative number 239360) director/shareholder
– Joshua Fileti (Authorised Representative number 1002826)
