"I love helping people determine what is important to them, setting goals, seeing what is achievable, and help them live their lives to the fullest. I love being on the journey with my clients year in, year out and being there to celebrate their goals being met and seeing their joy and happiness."
Shaun has a Graduate Diploma of Financial Planning, Commission of Declarations, member of the Financial Advice Association Australia (FAAA) and is an accredited Retirement Living & Aged Care Specialist. Regional Winner & National Finalist of the AMP 2015 New Adviser of the year award. Prior to working for Invest Blue, Shaun first started in Financial Planning with AMP Horizons Financial Planning in 2012 – 2013 and worked with Bravien Financial from 2013 to 2020 and then merged with Invest Blue in 2021.
Shaun loves helping people determine the goals that are important to them in their lives, what is achievable, and live their lives to the fullest. I love being on the journey with my clients year in, year out and being there to celebrate their goals being met and seeing their joy and happiness.
On his spare time and away from the office, Shaun likes to spend time with his wife and children. He also enjoys mountain biking, motorcycles and keeping fit (when he can with two small kiddies).
Shaun is an excellent adviser. Highly responsive. Have complete confidence in his and the teams advice. He is an excellent communicator and very personable. It's always a highlight to meet with Shaun.
Extremely knowledgeable and personable. Very efficient, honest and reliable.
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He is an excellent communicator. I am 93 years old and hard of hearing. Shaun understands my disability and always makes sure I understand the current topic under discussion before moving on to the next topic. He is very patient and has a manner which puts me at ease. If I don't quite understand something he will find another way of explaining the subject. He also shows an interest in my life and that of my family.
Shaun has been very helpful and informative about what we can do considering our circumstances.
- Adviser status Platinum
- Number of reviews 38
- First year providing advice 2013
- Years of experience 10
- Graduate Diploma of Financial Planning
Invest Blue Pty LtdLevel 1, 10 Finchley St
Milton, QLD 4064
- 9:00am – 5:00pm Monday – Friday
Amp Financial Planning Pty Ltd