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Shaun Parton

Financial Planner

Shaun is a highly enthusiastic financial adviser with a keen interest in helping his clients identify and achieve their financial goals. By educating his clients, Shaun simplifies financial management with easy-to-understand, practical advice which grows his clients wealth over the long term.

Financial needs are different for every client. Over the years, Shaun has supported a diverse range of clientele advising in the areas of; superannuation, pensions and investments, retirement and Centrelink planning, personal insurances, debt management and cash flow advice.

Prior to joining Successful ways, Shaun was working in financial planning across a number Australia’s largest institutions and independent boutique practices for 6 years. Shaun is also a JP for NSW.

Qualifications

  • Bachelor of Commerce (Accounting & Finance)
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning

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Successful Ways Financial Services Pty Ltd (ABN 40 133 075 644) and Shaun Parton are authorised representatives of Synchron, AFS Licence No. 243313. View the Synchron privacy policy here.

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