About Us

Overview

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.

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 with sound development, it can only lead to a strong professional industry providing 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.

Privacy Policy

As an authorised officer of Lion and Shield Financial Planning Pty Ltd, our Privacy Policy is in line with that of Lion and Shield Financial Planning Pty Ltd, the link for which can be found below. 

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.

Administration Positions 

Several administration positions are offered at our firm and involve the management of the junior administrative staff. These roles are essential to the everyday operation of our business and we appreciate hard-working and committed staff.

Please note that positions will be advertised on our website when available.

GAP Year Program 

Each year, we offer a number of placements to students who are leaving school and looking to spend a year working while they decide their futures. Whether students are looking to develop skills and knowledge in the finance industry as well as gain life experience before pursuing further work or studies, these essentially administrative positions offer an insightful introduction into finance which we believe all young people should have.

Please note that the number of positions available varies each year.

Past GAP Year Student Comments

Click through what our previous pat students have loved about our prgram

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. Click Below to meet our staff members and their background. 

Career Opportunities

Past Staff Comments

Click through to see what our past staff have enjoyed about working with Lion & Shield

 

Contact Us

 Address: 80 Bridge  St, Toowoomba QLD 4350

Telephone: (07) 4632 2900

After Hours: 0438 113 327

Postal Address: PO Box 959, Toowoomba QLD 4350

© 2020 by Lion and Shield

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