ECLIPSE FINANCIAL MANAGEMENT - Key Persons
Bjorn joined Eclipse Financial Management as a Paraplanner in March 2013 and following the completion of his studies, became a Financial Planner in 2014. Bjorn is passionate about providing tailored financial advice helping clients to achieve their financial goals.
Bjorn has a Bachelor of Finance, Controlling & Accounting and an Advanced Diploma of Financial Planning. Additionally, Bjorn has 12 years of experience within Financial Services. After working for a large insurance company during his studies, he started his career in the Financial Services Industry as an External Auditor for a global consulting and auditing company before joining Eclipse Financial Management.
In his spare time, Bjorn enjoys the outdoors while running, bike riding and surfing, as well as spending time with his family.
Job Titles:
- Senior Financial Adviser
- Financial Planner
Jodie joined Eclipse Financial Management as a senior financial adviser in June 2021. She provides comprehensive wealth management advice to clients with a focus on superannuation, retirement planning, aged care, personal risk insurances, budgeting and savings plans and long term wealth creation. Jodie provides a personalized service to clients and prides herself on taking the time to understand a client's financial goals and personal aspirations, and tailors a plan to achieve these.
Jodie is passionate about financial planning and is motivated by the desire to contribute to her clients' success. She is consistently improving her skills and knowledge to provide clients with the strategies, resources and support they need to fulfil their financial and lifestyle goals.
Job Titles:
- Director
- Senior Financial Planner
Shane has worked as a Senior Financial Planner since 2002. He is the director and founding owner of Eclipse Financial Management.
Shane has completed his formal studies obtaining an Advanced Diploma of Financial Planning in 2007 and is currently commencing a Bachelor Degree of Financial Planning. He has over 16 years' experience within the financial services industry.
Having previously worked for privately owned boutique financial planning firms and commercial banks, Shane decided to develop his own business, Eclipse Financial Management, in November 2009. Shane provides comprehensive wealth management advice to clients with a focus on superannuation, retirement planning, SMSF's, personal risk insurances, budgeting and savings plans and long term wealth creation. Shane provides a personalized service to clients and prides himself on taking the time to understand a client's financial goals and personal aspirations, and tailors a plan to achieve these.
Shane is passionate about financial planning and is motivated by the desire to contribute to his clients' success. He is consistently improving his skills and knowledge to provide clients with the strategies, resources and support their need to fulfil their financial and lifestyle goals.