Shaun Rasulov

Morgans Financial Ltd

Bronze
9 Yrs Experience
Chatswood, NSW 2067

amily man, father of 2, Diyor and Amira. Enjoy soccer, chess, travel and a good read.

My role as an Adviser is to help clients make great decisions at turning points in their lives, be it starting a family, receiving inheritance, retirement, divorce and so on. As part of that I help identify values, goals and aspirations and help ensure that clients are on track to achieving those as life unfolds.

My diverse experience and knowledge working as an Accountant, a Lending Specialist and an Adviser helps me look at things from various vantage points when designing strategies.

For me, advice is more than solving problems; It is about getting to know clients, their concerns, goals, aspirations and dreams and designing a plan to achieve them. It is about partnering with clients, and being part of their journey in both good times and bad.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.88
  • Number of reviews 2
  • First year providing advice 2016
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Languages spoken
    • English
    • Russian

Morgans Financial Ltd

The Zenith, Tower B, Level 2, 821 Pacific Highway
Chatswood, NSW 2067

Licensed by

Morgans Financial Ltd

AFSL 235410