With over 15 years experience in the financial planning industry, Shaun has extensive experience across a broad range of financial planning services, specialising in personal protection and wealth accumulation planning for young professionals and families, as well as pre-retirement and retirement transition planning for retirees.
Having worked in the financial services industry for 15 years, I have extensive experience in all facets of financial planning, working with my clients to help them achieve their financial goals and lifestyle objectives. Whether you are just starting out, are already established but needing help to secure your financial future, or are transitioning to retirement, I can help guide you through all major life transitions.
From the creation of a personal protection plan and debt reduction strategies, to superannuation advice and transition-to-retirement guidance, I am committed to helping you make better, more informed decisions. I offer personalised, tailored advice designed to translate the needs of my clients into actionable, easy-to-understand financial plans.
When not at work I spend as much time as possible with my beautiful family and staying active.