With over 17 years experience in financial planning both in the boutique space and global institutions, Shaun is well positioned to assist clients in making appropriate strategic decisions in their financial world.
Building financial independence can often be time-consuming and complex. Together with his team, Shaun provides a holistic, bespoke and personalised advisory service to overcome this and formulate a clear plan.
Every client is on a unique journey and Shaun strives to deliver clarity, insight and partnership in all areas of their financial life. Shaun’s role in your journey is to help you:
1. Make intentional choices – based on your values and goals.
2. Build wealth faster than you can alone.
3. Improve your overall financial well-being.
4. Guidance through investment cycles and markets.
5. Identify blind spots and avoid costly mistakes.
6. Understand the impact of your choices on your financial future.
7. Manage changes in legislation and the economic environment.
8. Provide knowledge, perspective, and good judgement.
9. Act as a conduit to fellow professionals (Accountants, Lawyers, Finance Specialists, etc)
Shaun is also involved with the Cancer Council to provide advice and support via the Pro Bono Community Program.
Shaun holds a Bachelor of Commerce and Master of Business Administration from the University of Western Australia. He has also attained the Advanced Diploma of Financial Planning and Self Managed Superannuation Fund specialist accreditation, and most recently the Certified Financial Planner certification.
We find Shaun very trustworthy & knowledgeable in all aspects of financial planning & our retirement planning.
He is very easy to deal with & responds to enquiries quickly.
We will definitely refer Shaun to family & friends.
Shaun offers good advice with easy to understand explanations.
Shaun's extensive financial acumen over the last 5 years has helped us get our finances and superannuation in order so that we can retire comfortably. He is an excellent communicator, always getting back to us promptly and following up on important matters.
We have been with Shaun for a number of years and have been impressed with his professionalism as well as his knowledge. He is very approachable, available and helpful and has greatly assisted us in our journey to a more than comfortable retirement. Would recommend Shaun to anyone looking for assistance.
Shaun has been outstanding in assisting my wife and I to better understand how to manage our spending/savings/ and direction of investments. He has been very comprehensive in highlighting how our investments are working for us and highlighting the current market and trends. We are super impressed with the way Shaun knows exactly where we are financially and he encourages us to work harder on savings.
- Adviser status Platinum
- Number of reviews 20
- First year providing advice 2008
- Years of experience 15
- Master of Business Administration
Viridian Financial Group LimitedLevel 24, 140 St Georges Terrace
Perth, WA 6000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Viridian Advisory Pty Ltd