About Us

Raymond Shing

Apollo Private Wealth Founder

Raymond Shing is the founder and principal of Apollo Private Wealth, where he leads a team of dedicated financial professionals committed to delivering exceptional outcomes for clients.

With over 20 years of experience in the financial services industry, Ray’s focus has evolved from individual advisory work to building and guiding a practice that puts people first, both clients and team members.

At Apollo, Ray’s role is to ensure that everyone operates with integrity, clarity, and a deep understanding of what truly matters to our clients. His leadership is grounded in a belief that financial advice should empower people to live their ideals lives, not just manage their money. By fostering a culture of excellence, collaboration, and continuous improvement, Ray ensures that the advice delivered by Apollo is not only technically sound but also deeply aligned with each client’s personal goals.

Ray holds a Master’s in Financial Planning, a Bachelor of Business, and is a Certified Financial Planner (CFP®). His experience in large institutions gave him insight into the limitations of traditional financial planning models, inspiring him to create a firm that does things differently – where advice is proactive, transparent, and tailored to each individual.

If you’re seeking a team that’s led with purpose and driven by a genuine commitment to client success, Apollo Private Wealth is here to help. Reach out today to learn how Ray and his team can support your journey toward financial clarity and confidence.

BRIEF HISTORY

Our Story

With offices in Brisbane and Canberra, Apollo Private Wealth is a financial advisory firm that provides financial planning and wealth management services to their clients. Our main focus is guiding people towards achieving their ideal financial and lifestyle goals. At Apollo, we specialise in providing advice to professionals, executives, business owners and high net worth individuals. Our team is led by highly skilled advisers who each have a minimum of 15 years experience working with clients through challenging periods, including the Global Financial Crisis.

When developing and implementing your financial plan, we don’t believe in taking a ‘cookie cutter’ approach. Our proven processes are customised so you and your family can enjoy life.

We take pride in providing:

Trusted and reliable service from experienced professionals
Thoroughly researched and up to date advice with precise modelling
Risk minimisation and safeguarding strategies to protect your assets
Wealth creation strategies for today and the future
Clarity and transparency so you always know how your finances are performing

Our highly specialised team will work with you to make sure your financial future is our top priority. We focus on the people and things that are important to you.

MEET OUR

Team

Partner

Shane O'Grady

Shane is an award winning financial planner who has spent 20 years helping his clients achieve their financial goals. He is passionate about providing high quality advice and personally tailored solutions to his clients.

Shane completed an Advanced Diploma in Financial Planning and went on to obtain the highest qualification in Financial Planning by becoming a Certified Financial Planner (CFP®) in 2009. By getting to know his clients on a personal level, Shane has become skilled at developing solutions that provide his clients with the best opportunity to reach their specific financial goals.

Outside of work, Shane enjoys spending time with family, he loves travelling and is passionate about kayaking, bush walking and mountain bike riding.

Private Wealth Adviser

Sarah Pearson

Sarah is a passionate financial adviser who excels at building strong, meaningful relationships with clients. Known for simplifying financial concepts, she makes financial planning easy to understand. With a friendly and down-to-earth approach, Sarah takes the time to listen to client’s goals and delivers tailored strategies to help achieve them. Clear communication and trust are central to her, ensuring clients feel confident and informed every step of the way. Sarah provides guidance with care and expertise.

In her own time, Sarah enjoys spending time with family and friends, enjoying the outdoors and drinking lots of tea with a good book.

Senior Associate

Claire Watson

Claire is our operational superstar! With over 15 years of experience in the financial services industry and a Diploma of Financial Planning, she has built a deep understanding of both client needs and business operations. Claire’s expertise and dedication made her a natural fit for her transition from Operations Manager to Associate Financial Planner at Apollo.

Having worked in both major financial institutions and boutique practices, Claire values the opportunity to build strong relationships with clients while ensuring a seamless financial planning experience. Her focus is on delivering personalized strategies that help clients achieve their financial goals with confidence.

Outside of work, Claire enjoys spending time with her family and is a proud mother to three busy boys.

Associate

Chris Stone

Chris joined Apollo as a Client Service Officer after gaining experience at one of Australia’s largest superannuation funds. While completing his Bachelor’s degree in Business Administration, he discovered a passion for finance, leading him to pursue further studies in the field. Now a Master’s graduate in Financial Planning, Chris has progressed to the role of Associate Financial Planner, where he works closely with clients to develop tailored financial strategies.

Beyond finance, Chris is a dedicated sports enthusiast who loves his cricket and enjoys keeping up with the latest in the sporting world.

Analyst

Daniel Harris

Dedicated to delivering exceptional client service, Daniel seamlessly transitioned into his role as a Client Service Officer, drawing from a wealth of experience gained in the financial advice sector. Currently pursing a Dual Bachelor’s degree in Science and Psychology, Daniel has cultivated a profound passion for Financial Planning. His commitment to the field stems from witnessing the transformative impact that high-quality advice and service have on the firm’s clientele.

Bolstered by a wealth of knowledge in Self-Managed Super Funds and influenced by his parents’ background in accounting and mathematics, Daniel brings forth a multifaceted skill set and an unyielding commitment to personal and professional advancement.

Outside the office, Daniel enjoys exploring the vibrant landscapes of Brisbane and savouring the culinary delights offered by local restaurants during his downtime.

MEET OUR

Clients

At Apollo Private Wealth, we understand that while you may have the knowledge to manage your own investments, your time is better spent working on your business or simply doing things you enjoy.

Our team will protect and grow your wealth by helping you find opportunities, stick to your plan, avoid mistakes and manage risk in a tax efficient way.

High Net Worth

Gain clarity over where your money is going and create investment strategies which will help you achieve financial freedom sooner.

Business Owners

Get control of your business finances and work with us on tax minimisation and strategies for growth .

Professionals

Put a plan in place that will provide more certainty around your finances and help you prepare for the years ahead.

Retirees

Set a date for your retirement and let’s make sure you will have the money you need to enjoy this next phase in your life.

Our Process

At our financial planning firm, we believe that every client deserves a personalised financial plan that takes into account their unique circumstances, preferences, and goals. That’s why we follow a comprehensive six-step process to help our clients achieve financial success and security.

Discovery

We’ll start by getting to know you and your financial aspirations. In our initial meeting, we’ll take the time to understand your current financial situation, your long-term goals, and any concerns you may have about your financial future.

Gather Information

We’ll collect all relevant financial data and documents from you to create a detailed picture of your financial situation. Our team of expert financial planners will then analyse the data and develop a personalised financial plan that’s tailored to your unique needs and goals.

Financial Modeling

Our team will then create a comprehensive financial plan that includes recommendations for achieving your goals. We’ll provide advice on investment strategies, insurance options, tax planning strategies, and estate planning recommendations that will help you achieve your financial objectives.

Advice Presentation

We’ll present our recommendations to you and explain the rationale behind each recommendation. We’ll make sure that you understand every aspect of the plan and answer any questions you may have.

Implementation

Once you agree to move forward with the financial plan, we’ll work with you to implement the recommended strategies. We’ll help you open new investment accounts, purchase insurance policies, update estate planning documents, and make other changes to your financial situation as necessary.

Progress reports and updates

We’ll regularly monitor your progress and review your financial plan to ensure that it remains aligned with your goals and objectives. We’ll make adjustments to the plan as needed based on changes in your circumstances or market conditions.

Our Pricing

Introductory Consultation

We offer this complimentary session exclusively to individuals referred by our valued clients. It’s an opportunity for us to get to know you and understand what truly matters to you. During this meeting, we begin crafting your personalised financial roadmap and start identifying your key objectives. Many clients describe this as a “lightbulb moment” when their goals become clear.

Statement of advice

The next step is a letter of engagement with a statement of advice, which recommends relevant strategies that could benefit you and outlines the fees associated with our initial and ongoing relationship. If you decide to implement these strategies, you will be charged an initial advice fee.

On-going advice

Our fee for ongoing advice covers the regular monitoring and management of your strategies in line with your changing needs, which is key to your long-term success.