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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

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.

Sophie Cover - Manager

Starting with Lion & Shield in 2013, Sophie has taken on the role as our manager in 2018. She holds a Diploma of Financial Planning and Certificate IV in Finance & Mortgage Broking and is working closely with our clients to provide effective financial solutions. By combining her Banking and Financial Services background, Sophie provides a financial solution tailored to our clients needs. 

Our Gap Year Girls

Laura James
Fatima Aria

We hired two gap year girls this year for 2020 - Laura and Fatima. These young women applied to join the Lion & Shield team as part of our gap student program, allowing students to gain some experience in the finance industry before pursuing further work or study (please see our Careers page for further information on becoming part of our team). The girls perform everyday administrative tasks and make preliminary and follow-up contact with clients, fulfilling their duties with enthusiasm and initiative.

REFERRALS

John Carey - John Carey & Associates Accounting

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, for more information, select the button below

Ron Fitton - Fitton Insurance

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 below

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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