Shaun Trewin
Financial Adviser
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About
Shaun Trewin is an ASIC-registered financial adviser based in Scone, NSW, dedicated to helping clients achieve their financial goals with strategic and personalised advice. With a strong academic foundation including a Bachelor of Commerce from RMIT (2008), an Accredited Derivatives Adviser Level One certification from Kaplan (2012), a Graduate Diploma of Chartered Accounting from The Institute of Chartered Accountants in Australia (2012), and Superannuation Accreditation from Deakin Prime (2012), Shaun possesses a comprehensive understanding of financial markets and investment strategies. As a member of the Institute of Chartered Accountants Australia, he upholds the highest ethical and professional standards. Shaun is authorised to provide advice on a broad range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. He specialises in crafting tailored solutions to meet each client's unique needs and circumstances. • Superannuation advice, helping you navigate the complexities of superannuation to maximise your retirement savings. • Comprehensive wealth management strategies to grow and protect your assets. • Investment advice on securities and derivatives, tailored to your risk tolerance and investment objectives. • Guidance on government debt securities. Ready to take control of your financial future? Contact Shaun Trewin today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Shaun Trewin offer?
Shaun Trewin specialises in superannuation advice, wealth management, and provides guidance on securities, derivatives and government debt securities. He creates personalised strategies to help you achieve your financial goals.
What are Shaun Trewin's qualifications?
Shaun holds a Bachelor of Commerce from RMIT, is an Accredited Derivatives Adviser Level One (Kaplan), holds a Graduate Diploma of Chartered Accounting from The Institute of Chartered Accountants Australia, and has Superannuation Accreditation from Deakin Prime. He is also a member of the Institute of Chartered Accountants Australia.
What can I expect during my first consultation with Shaun Trewin?
During your initial consultation, Shaun will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide an overview of how he can help you and outline the next steps in developing a tailored financial plan.
How does Shaun Trewin stay up-to-date with changes in the financial industry?
As a member of the Institute of Chartered Accountants Australia, Shaun is committed to ongoing professional development. He regularly attends industry conferences, completes continuing education courses, and monitors regulatory updates to ensure he provides the most current and relevant advice.
What is the process for becoming a client of Shaun Trewin?
The first step is to schedule an initial consultation. Following this, if you decide to proceed, Shaun will gather detailed information about your financial situation and goals. He will then develop a personalised financial plan, present it to you for review, and implement it upon your approval.
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