About Us
Based in Toowoomba and Brisbane, we service clients all over Australia, with the majority of our clientele being within the South-East Queensland region. We are a business dedicated to providing a high level of service and choice to our clients. We are proud to be working from our own Dealer Group, Lion & Shield Financial Planning.
Overview
Like everyone, all the staff here at Lion & Shield personally try to balance finance, family, lifestyle and health. We don't always get it right, but what we do have right is an effective plan to accumulate wealth, tax effectively, and create a cost effective financial safety net should something go wrong. Having this for our clients and ourselves takes the pressure off and allows us to focus on the most important things in life, such as enjoying time with family and general good health.
We embrace financial services reforms and believe sound development can only lead to a strong professional industry that provides high standards of financial services to help Australians achieve their financial goals.
As a business we are also proud supporters of the Make-A-Wish® Australia Foundation and the Mater Private Hospital Brisbane.
Our Licence
Henry Benjamin Wilshire of B&S Wilshire Pty Ltd trading as Lion & Shield Insurance and Financial Services, is an authorised officer of Lion and Shield Financial Planning Pty Ltd (ABN No. 27 629 502 754) who holds an Australian Financial Services Licence (No. 513 220). Registered address: 80 Bridge Street Toowoomba QLD 4350.
Disclaimer
This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision, you need to consider (with or without the assistance of an adviser) whether this information is appropriate to your needs, objectives and circumstances.
This information is provided for persons in Australia and it is not provided for the use of any person who is in any other country. From time to time we may bring to your attention products, services or other information which may be relevant to your financial plan. If you no longer wish to receive this information please contact us directly.
Meet The Team
The staff at Lion & Shield endeavour to provide the best possible service to all clients, with time efficiency being our main priority. Meet our staff members and learn about their backgrounds below.
