Portfolio Administration
Financial Planning
Self-Managed Super Funds
Retirement and Estate Planning
Fixed Interest and Cash Management
Investment Advice
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
Portfolio Administration
Financial Planning
Self-Managed Super Funds
Retirement and Estate Planning
Fixed Interest and Cash Management
Investment Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Business (Accounting)
FPC005 Estate and Succession Planning
Ethics and Professionalism in Financial Advice
Associations
No items found.
Competencies
Life Insurance
Superannuation
Financial Planning
Securities
Managed Investments
Generic
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.
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