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.
- Bachelor of Commerce (Accounting & Finance)
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
Investment and Lending Consultant
Sales & Property Management
Business Support Officer
Start the conversation
We are passionate about helping our customers achieve their dreams. Get in touch today and tell us your story.