Shaun Walsh

Make Work Optional Pty Ltd

Silver
12 Yrs Experience
Forbes, NSW 2871

Recent reviews

Make Work Optional Pty Ltd

10 Chelsea Cres
Forbes, NSW 2871

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 7
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Vinarc Pty Ltd

AFSL 484222

4.85
7 Reviews
5
4
3
2
1
4.80
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Shaun has been extremely professional, obliging and helpful right from our first interview. Being first time investors we were very nervous and anxious but after time spent with Shaun we felt confident and secure with our choices going forward. I would highly recommend Shaun for all forms of financial planning."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We found Shaun always approachable and competent and able to assist us with our retirement plans, superannuation advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Shaun has given us valuable advice and strategies on how to set up our finances now that we have retired. He was patient and was able to explain tings in a clear and precise way. He made us feel confident about the next stage of our lives. He is always available to answer questions."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since our involvement with Colonial First State Shaun has been a clear winner with all the financial advisers we have dealt with. His attitude inspires confidence. He is able to deliver. Shaun exudes honesty and trust. We are going to miss him !! Roger and Maree Chambers"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Shaun has given advice in the area of superannuation + investment. Shaun has always been very upfront, honest and helpful regarding our super + investments. Shaun explains all detail clearly and I feel very confident the advice given was right for our needs. I would have no hesitation in recommending Shaun in any future buisness ventures and wish him best of luck for the future"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Shaun has helped us out significantly with our finances. He has helped us with our superannuation and our term deposits as well as our tax. He has always explained things at our level and we have always felt comfortable speaking to Shaun and confident in the information he has given us. I have recommended Shaun to a member of my family already."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun has been extremely helpful with my retirement and investments. I'm very confident in what he has done for me. My ticks in the survey speak for themselves."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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