Shaun Gort

Marcus Today Investment Strategists Pty Ltd

Gold
7 Yrs Experience
South Melbourne, VIC 3205

Recent reviews

Marcus Today Investment Strategists Pty Ltd

Central House, 101 Moray St
South Melbourne, VIC 3205

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Licensed by

Mtis Private Wealth Pty Ltd

AFSL 473383

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

Sort by

5.00

"Shaun has helped with our share portfolio and insurances to give us peace of mind, he is highly recommended and easy to talk to."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun has given me excellent advice in a variety of financial planning categories. Through Shaun’s easy, clear, thorough, precise and individualised advice I have been able to continuously grow a fantastic portfolio that has provided my family and I with financial security and freedom! With Shaun’s personality, knowledge and experience, I feel exceptionally confident in recommending him to anyone who is interested in taking control of the financial well-being!"

  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun provides concise, easy to understand advice. He is articulate, extremely knowledgeable and is always more than happy to answer any questions you may have."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun has always been able to explain our finances in a way that we understand. He is very responsive and attentive to our portfolio. We are very appreciative of his up to date knowledge of the sector."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would highly recommend Shaun to anybody who is looking for financial help for superannuation or financial planning. He has always given me honest and accurate information. I would highly recommended Shaun and MTIS to any anybody"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2017

ASX Listed Products Adviser

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Victoria University (VU)
Completed
2012

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Shaun's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Shaun able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Shaun's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Shaun to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Shaun?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Shaun provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Shaun may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Shaun Gort
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens