Shaun Parton

RIPPLE WEALTH PTY LTD

Platinum
7 Yrs Experience
Cronulla, NSW 2230
Having worked in the financial planning industry for over 10 years, I have gained insight from working with both some of Australia’s largest providers to small boutique practices. The world is changing at a quicker pace than most can keep up with and Ripple Wealth was born from the desire to help both individuals and families adapt to these changes to ensure the best lifestyle and financial outcomes are achieved. Every decision we make causes a Ripple Effect throughout the rest of our lives and many of these decisions are made without appropriate knowledge, research or information. At Ripple Wealth, my focus is to provide truly holistic advice to ensure every decision made is constantly moving toward achieving all lifestyle and financial goals. On a personal note, I am never far from the ocean and share a passion for all things outdoors. I am an avid traveller, having explored 30+ countries with a never ending desire to delve into new cultures or adventures (although this is obviously on hold for the time being…).

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • 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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.60
  • Number of reviews 19
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

RIPPLE WEALTH PTY LTD

Suite 4, 70 Croydon St
Cronulla, NSW 2230

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.60
19 Reviews
5
4
3
2
1
4.80
Clear communication
4.30
Knowledge & expertise
4.95
Customer care
4.40
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"Shaun has given Myself and my husband advice on investment and asset growth, life insurance and superannuation, as well as advice on how to pay down a debts. He is always helpful and knowledgeable. He always answers my questions quickly. The plan he has drawn up for us to maximise our money in retirement is easy to follow and implement. If you are looking for a financial planner, I would not hesitate to recommend Shaun."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My partner and I would highly recommend Shaun as a financial adviser. He was able to provide us with tailored advice on super funds, investment and insurances which was explained in a way that we could easily understandable. We are confident Shaun not only has knowledge and experience, but is honest and thorough with his advice. Shaun is very honest, friendly and thorough which is what we were looking for in a financial adviser. Not only this he is very responsive when we contact him and flexible with appointment times."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Shaun is a very good operator and helped us finding the best suited insurance and explained us very well our fund profolio."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Shaun has given sound advice in the areas of superannuation, loan products and income protection. He is able to explain things in different ways so that we are able understand them. He is always available to contact should we need advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Shaun is very proactive and helpful at explaining things that aren't clear, following up diligently when something needs attention - he's sorted numerous problems in moving insurance and superannuation and offered advice on loans and SMSFs."

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

"Shaun has helped me understand how important Superannuation is and how to make the most of my current financial situation. He further assisted with structuring my cash flow and personal insurances."

  • Superannuation
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Shaun has given me advice in a number of areas, he was able to explain things to me in a clear and thorough way, he clearly has great knowledge and experience. I feel very confident that the advice given was right for my needs."

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun advised my husband and me on how best to tailor our insurance needs, following the purchase of our first home. He was professional, thorough and explained things to us clearly and without jargon. With his knowledge and experience I feel confident that we've been set up in a secure way for the future."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Shaun Parton has advised me for a few years now, on matters including superannuation, asset growth and property. I have always found him to be very patient and courteous, answering all my questions and concerns in a thorough and professional manner. Through Shaun's knowledge and experience, I feel very confident that the advise given was right for me needs. Shaun is also supported by a good team and he is able to rely on their experience to provide you with answers and options. I also find him to be very prompt with returning your calls and emails. I would be happy to recommend Shaun Parton and Successful Ways."

  • Superannuation
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Shaun has provided expertise in areas regarding my super and salary sacrifice preparing for my retirement. He helped me identify my values in life to ensure he would provide the best recommendations. When Shaun was approached with questions regarding super funds he was very clear and articulate explaining his recommendations and took his time to ensure I understood. His proactive attitude and easy-going nature mixed with expert professionalism makes him very approachable and easy to talk to. I trust Shaun; he is an expert in his industry."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce (Accounting and Commercial Law)

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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