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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 below. 

Ben Wilshire - Director
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Beginning his career within the agricultural-science field, Ben shifted into Financial Planning from 2001 where he completed his Advanced Diploma in Financial Planning and Certificate IV in Finance & Mortgage Broking. Establishing Lion & Shield (formerly Wilshire & Associates) in 2003, Ben has also been able to develop a business which specialises within Risk and Superannuation however provides a holistic service within all fields of financial planning and finance. Ben is also now proud to be the owner of his own dealer group Lion and Shield Financial Planning.

Gemma Smith - Office Manager
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Gemma joined the Lion and Shield team in July 2020 as a Senior Administrator, having recently completed a Bachelor of Arts majoring in Writing, and Bachelor of Business majoring in Management and Leadership. Gemma works to provide assistance and solutions to our clients that suit their financial goals. 

Brooke Fitzgerald - Senior Administrator

Graduating in 2020, Brooke joined Lion and Shield in January 2021 during her Gap Year. Brooke is a Senior Administrator who works diligently to support clients with their financial needs.

Jorja Sloan -
Junior Administrator

Jorja is the most recent addition to the Lion & Shield team, graduating in 2021.  Jorja is a Junior Administrator who assists our clients in the areas of Superannuation and Insurance. 

REFERRALS

John Carey -
John Carey & Associates
Accounting
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John Carey, director of John Carey and Associates provides accounting services and strategic tax planning, including business structure. John is our in house accountant who is available to assist our clients. 

To contact John Carey & Associates Pty Ltd, Chartered Accountant, or for more information, select the button above.

Ron Fitton -
Fitton Insurance
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Ron Fitton, director of Fitton Insurance, providing general insurance brokerage with the steadfast group. He can provide Private & Domestic Insurance, Business Pack Insurance as well as Rural & Crop Insurance, Bloodstock Insurance, Equine Insurance Packages and a range of other products.    

    

To contact Fitton Insurance Brokers Australia Pty Ltd, for more information, select the button above.