Shane Lucey

Shane Lucey
Senior Adviser

Shane’s mission as a Financial Adviser is to help clients maximise their true financial potential and gain confidence through the realisation of their goals, objectives, and dreams. He believes that everyone deserves a clear path to financial freedom, and he is dedicated to supporting his clients as they build strong financial foundations and long-term security.

As part of the Stonehouse adviser team, Shane provides holistic, goals-based advice, bringing together every aspect of a client’s financial life, from superannuation and investments to personal insurance and wealth-building strategies. His approach focuses on clarity, structure, and practical guidance, ensuring clients avoid financial missteps and feel empowered to make informed decisions that support their future.

Shane is known for his supportive manner and his ability to translate complex financial concepts into straightforward, meaningful conversations. He takes time to understand what truly matters to his clients and works alongside them to map out a confident and achievable path toward their ideal lifestyle.

Away from the office, Shane is a devoted husband and busy dad of three. He enjoys surfing, keeping fit at the gym, and making the most of family life on the beautiful Gold Coast. His appreciation for balance, wellbeing, and enjoying the journey influences the way he supports clients to create financial lives that give them freedom, choice, and peace of mind.

With Shane as your adviser, you’ll have a dedicated professional who walks beside you at every step, helping you shape a financial future that aligns with your goals and the life you want to live.

Trusted Advice ~ Proven Impact

“We have been clients of Millennium Wealth for over 2 years now and Shane walked us through setting up our SMSF and continues to manage all aspects of fund management and record keeping for our fund. Shane makes the process uncomplicated and is on the pulse of what is happening with our investments. We have peace of mind that our investments are working for us and all aspects of our financial situation are in order. The entire team is amazingly efficient and an absolute pleasure to work with.”

Louise, Devereux Creek, QLD

“From a chance phone call and an initial client interview our SMSF was established and we haven’t looked back since. Our returns are solid and steady and Shane has always been able to provide sound insights wherever a question is to be found.

The service provided by Shane and the team at Millennium Wealth Advisory are professional and relatable, we are not the super rich but we have always found value in the service and advice offered to us.”

Blake, Pimpama, QLD