Shawn is a Private Client Adviser with Shadforth Financial Group. He a holds a Graduate Diploma in Applied Finance, and will shortly complete the Certified Financial Planner qualification. He also has a Bachelor of Economics and a Graduate Diploma in Information Systems and is a member of the Financial Planning Association of Australia (FPA).
Shawn has been with Shadforth Financial Group for over three years, with expertise including superannuation planning, wealth accumulation strategies, tax planning and wealth protection. He brings with him experience from the public sector undertaking internal consulting roles in strategic and business planning across fields as diverse as environmental sustainability, legal aid, and strategic town planning. This breadth of experience is a real strength is being able to relate to, and understand clients from a wide range of backgrounds. He retains an interest in public policy and public management.
Whilst Shawn enjoys the technical part of financial strategies, his real passion is helping his clients realign their financial arrangements so that they are truly focused on their real life goals. Outside of work, Shawn is the proud father of two girls, and enjoys good food a little too much.