About Me

Shaun has an Advanced Diploma in Financial Planning. Shaun entered the insurance and superannuation industry in 1991, became a Financial Planner with the National Australia Bank in 2000, and then joined his father’s financial planning practice in 2004. Shaun is passionate about helping his clients achieve what they want in life and says the sense of satisfaction he gets from his work accumulating and protecting his client’s wealth is immense. Shaun takes a holistic and detailed approach to financial planning by helping his clients on all matters from budgeting and debt reduction, to investing, gearing, retirement planning, superannuation, and insurance (wealth protection). Shaun provides the youthful enthusiasm, commitment, optimism, and drive required to continue the business into future generations.