Shaun
Au

With over 17 years of experience in financial planning in the boutique space and global institutions, Shaun is well-positioned to assist clients in making appropriate strategic decisions in their financial world.

Building financial independence can often be time-consuming and complex. Shaun and his team provide a holistic, bespoke and personalised advisory service to overcome this and formulate a clear plan.

Shaun understands that each client is on a unique financial journey, and he strives to offer clarity, insight, and support in all areas. Shaun’s role is to guide you in making intentional choices that align with your values and objectives, and to help you accumulate wealth more efficiently than you would on your own. He is also committed to improving your overall financial well-being by offering assistance in navigating investment cycles and markets, identifying blind spots, and avoiding costly errors. Additionally, Shaun will provide guidance on the impact of your decisions on your financial future, manage changes in legislation and the economic environment, and offer knowledge, perspective, and good judgement. You can also rely on Shaun to act as a liaison to other professionals, such as accountants, lawyers, and finance specialists, as needed.

Shaun is also involved with the Cancer Council to provide advice and support via the Pro Bono Community Program

Shaun holds a Bachelor of Commerce and Master of Business Administration from the University of Western Australia. He has also attained the Advanced Diploma of Financial Planning and Self Managed Superannuation Fund specialist accreditation and is a Certified Financial Planner.

Qualifications and Memberships

• Master of Business Administration
• Bachelor of Commerce
• Advanced Diploma of Financial Planning
• Certified Financial Planner
• Member of the Financial Advice Association Australia

Service areas