Authorised Representative of Consultum / CFP® professional
Shaun started within the Financial Services Industry in 1987 with Colonial Mutual focusing on life insurance and savings plans. In 1992 Shaun made the decision to move into full Financial Planning advice and began studying for his DFP accreditation. In 2011 after 24 years in the industry, Shaun sold his Melbourne client base and moved to Gold Coast with his family. As a Certified Financial Planner, one area that had concerned Shaun for many years was servicing the "accumulator" type client – the “Mums & Dads” who are going through the most expensive part of their lives with debt, children, education costs, etc. These are the clients who arguably received the least level of service from the industry yet require it the most.