Shane Case

Shane, a Senior Financial Planner and State New Business Manager, has over 20 years experience in the financial services profession. He has successfully completed his Diploma of Financial Planning, is a Graduate of the Australian Institute of Company Directors (GAICD) and is currently studying to complete his MBA at the University of Adelaide.

Shane established his own business, Vickers Case & Associates in 1993 and merged this business with Intervest Securities in 2009 to form Intervest Financial which in turn has now merged with ipac south australia.

Shane’s role is to provide initial financial planning advice to clients and uncover their key needs and objectives. Shane has a particular interest in long term Wealth Preservation, Creation and Protection strategies and has provided advice to Businesses and Individuals in these areas.

Shane is qualified to give advice on all aspects of our clients' financial affairs including Personal and Business Superannuation, Insurance and Wealth creation strategies. He can advise on a diverse range of investments and Self-managed Superannuation Funds.

He continues to be involved as a fundraiser for various Charitable organisations via his passion for cycling. He has participated in several long distance charity rides most recently riding from Melbourne to Adelaide to raise funds for the Childhood Cancer Association in SA.