A partnership for life
As your Chief Financial Officer (CFO) Shaun’s working methods are hands on and his day-to-day work is all about getting to know your circumstances so well that he can anticipate what’s best for you before you need it. This enables you to set a pathway to a financial life through a career that is secure and rewarding, backed by a partnership built on trust and expert advice. With an adviser like Shaun, you’ll be able to dedicate your 168 hours of the week to sharpening your medical knowledge to best serve your patients and spending quality time with family, knowing your finances are in expert hands.
Certified Financial Planner
Who, at 15 knew how to invest in their own super? I did. And my job at KFC was the kicker. When other kids my age were saving up for the latest Nintendo I was busy figuring out how to invest my KFC dollars and make more! My interest in finance was further enhanced when I went on to study Finance and Economics at Monash University, graduating at the height of the financial crisis in 2008.
But rather than jumping straight into Financial practice I fostered my national pride and joined the Australian Army, working in intelligence in a variety of settings as well as spending significant time helping army colleagues understand the importance of managing their finances and wealth early on. It was hugely rewarding.
Journey Wealth is run with the same culture of trust and integrity developed through my years in the army. Communication is important to me. Family is important to me. I’m still actively involved in the Army Reserves and most recently offered my services to the Victoria Bushfires of 2020 and Border Protection.
How I work
I like to spend quality time with you to personally work out how best we can work together. I consider your current situation, your career goals, dreams and most importantly, your values around money.
It’s my job to support your financial journey with practical advice that gets results.
I really care about our work together and am not interested in selling you financial products you don’t need. I consider our partnership together a long term relationship and will meet you in a value driven space of honestly, integrity.
As a Certified Financial Planner, I finished number one nationally in Professionals and Ethics. Looking after someone, knowing the right questions to ask and actively fulfilling the CFP role is where I excel.
qualifications and memberships:
- CFP® Designation, Financial Planning Association
- Bachelor of Commerce (Finance and Economics) – Monash University
- ASX Accredited Listed Product Adviser
- Tax (Financial) Adviser, registered with the Tax Practitioners Board
- Self Managed Super Funds certification
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
- Margin Lending and Geared Investments certification
- Accredited Aged Care Professional
What makes Journey Wealth different?
It isn’t just about planning your finances, it’s about delivering ‘financial planning’ advice and direction in a way that makes sense given the importance of your vocation. Someone who is able to work collaboratively with you over a long period of time and ensure you understand each stage in your journey and how you can best maximise your financial future in the short and in long term. At Journey Wealth we pride ourselves on personal relationships. We spend time getting to know you and your needs, tailoring our services to suit you specifically.