I have been in the Financial Planning profession for many years now and aim to educate and empower every person I can, client or otherwise. I have a focus on Risk Protection and efficient Superannuation and Investment structures. Most of my clients are medical professionals, with young families, that have little time to manage their affairs and simply want a trustworthy ally to help them build and protect long term wealth.
Fees are based on expected time to complete a job. These can be made up on fees from Super, Insurance commissions or Investment fees. No fees are hidden, no fees are asset based. Tailoring fee structures so they work for you is all part of the service.
Shaun has given me advice in areas of insurance products. Shaun was usually able to explain things to me in a clear way. Through Shaun's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Shaun's full care and attention when I needed it.
Shaun has helped us with insurance, IP and superannuation matters and has done a great job. He tailors his advice to suit our specific financial situation and goals, and regularly reviews and improves our setup. He is always very prompt in sorting out any issues or questions we have. Shaun is very professional and knowledgeable and I would recommend him to anyone.
Memory, 42 My husband and I are existing clients. We met Shaun in 2014 and he set us up for IP, LIFE, SUPER. We are eternally grateful for his help since. He has recently succeeded in getting my husband his trauma entitlement component from our insurer. He has stood by us throughout the whole process (which was very stressful as no-one ever really anticipates a long period of a complicated illness) of this claim which has taken over a year. He has gone the extra mile in providing any necessary or extra information or advice we have requested from him. We sincerely appreciate all the help he has given us. WE HAVE A WINNER!!
Shaun set up my superannuation and insurance, his advice was straight forward and honest. Recommendations were always well balanced and not pushy or sales based like others feel. He regularly reviews the situation and advises of any changes that may be relevant to ensure everything is the best it can be.
I had put off thinking about things such as Superannuation and Insurance since moving to Australia - but fortunately for me I was put in touch with Shaun through friends high recommendations. As I was now likely to stay in Australia, I agreed it was time to address such matters. Shaun from the beginning has been switched on about how he can help me in relation to my individual situation. His advice has been extremely useful and he has explained everything to me very well at my level of understanding! Any question I have is answered in a very timely manor and his professionalism is unquestionable. I would highly recommend Shaun to anyone looking for a friendly and reliable Financial Advisor.
- Adviser status Platinum
- Number of reviews 5
- First year providing advice 2005
- Years of experience 17
- Master of Financial Planning
NOR FinancialLevel 2, 52 Davidson Terrace
Joondalup, WA 6027
- 8:00am – 5:00pm Friday
- 9:00am – 9:00pm Monday – Thursday
- In person
- Video call
Synchronised Business Services Pty Ltd