Shaun Clements

NOR Financial

Platinum
17 Yrs Experience
Joondalup, WA 6027

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Shares & Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

NOR Financial

Level 2, 52 Davidson Terrace
Joondalup, WA 6027

Opening hours

  • 8:00am – 5:00pm Friday
  • 9:00am – 9:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313