About us

 

At Steel City Financial Planners our aim is to help you own your tomorrow today. We offer a proven step by step approach focussed toward achieving your goals.

Our team of experienced financial planners provide easy to understand advice that is tailored to your individual needs. Our office staff combine with the financial planning team to provide a high level of customer service that has provided comfort and confidence to our clients over many years. With the backing of a large and established company like AMP Financial Planning we look forward to providing professional worry free advice for years to come. Shane Finlay Director & Financial Planner Steel City Financial Planners Pty Ltd Accredited by AMP Financial Planning Pty Limited.

We specialise in

  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation

Advice we specialise in 

  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
  • Debt management

Qualifications 

  • Shane Finlay Director & Financial Planner
  • Advanced Diploma of Financial Services (Financial Planning)
  • Certificate IV in Financial Services (Finance/Mortgage Broking)
  • Accredited Mortgage Consultant MFAA (Mortgage and Finance Association of Australia

Memberships and Associations 

  • I have partnered with the Hunter School for Children with Autism and have been supporting this cause through a number of charity events. Helping to raise money for this great cause has given me great pleasure and I look forward to continuing this support.

Office staff 

  • Shane Finlay Director & Financial Planner
  • Judith Finlay Financial Planner
  • Joanne Peters (Office Manager), Belinda Matzanke (Administration & Customer Services Representative), Leea Baus (Administration).

Financial Services and Credit Guide/ Financial Services Guide

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Disclaimer:

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.