Shaun Rasulov
Wealth Adviser
To help achieve clients goals, I structure a portfolio made up of a diversified basket of high quality investments that are aligned with the values of my clients.
Shaun is an experienced adviser committed to finding solutions to client's problems and to helping clients achieve their goals. Shaun has a deep knowledge of investment structures and the tax implications of investments.
Investment Style
Services and Specialties
Financial Planning
Fixed Interest and Cash Management
Investment Advice
Portfolio Administration
Retirement and Estate Planning
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professionalism in Financial Advice
FPC005 Estate and Succession Planning
Bachelor of Business (Accounting)
Associations
No items found.
Competencies
Financial Planning
Generic
Managed Investments
Securities
Superannuation
Life Insurance
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me by way of salary and percentage of fees.
