7 Reviews

Shaun Walsh

Make Work Optional Pty Ltd

Platinum

15 Yrs Experience

Forbes, NSW 2871

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I help people in their 40s - 50s get their financial stuff sorted so that they can Make Work Optional.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Small Business Advice
Tax Strategies
Wills & Estates
Budgeting

5.00 August 2019

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.

4.75 July 2019

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

4.75 July 2019

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.

5.00 July 2019

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

4.75 July 2019

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

Adviser status Platinum
Rating 4.86
Number of reviews 7
First year providing advice 2010
Years of experience 15
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English