Shaun Mulquiney
Financial Adviser
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About
Shaun Mulquiney is an ASIC-registered financial adviser dedicated to helping individuals and families in Windella, NSW, achieve their financial goals. With over two decades of experience in the financial services industry, Shaun holds a Diploma of Financial Advising from the Securities Institute (2001), a Certificate of Completion in Margin Lending and Geared Investments, a Certificate of Completion in Self Managed Superannuation Funds (both from Kaplan Professional, 2010), and a Graduate Diploma of Financial Planning from Kaplan Professional (2023). He is also a proud member of the Financial Advice Association of Australia (FAAA). Shaun is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He is committed to providing personalised advice tailored to each client's unique circumstances and aspirations. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Shaun today for a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Shaun Mulquiney offer?
Shaun Mulquiney provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He can help you with everything from setting up a retirement plan to managing your investments.
What are Shaun Mulquiney's qualifications?
Shaun holds a Diploma of Financial Advising, Certificates of Completion in Margin Lending and SMSFs, and a Graduate Diploma of Financial Planning. He is also a member of the FAAA.
What can I expect during my first meeting with Shaun?
During your first meeting, Shaun will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalized financial plan tailored to your specific needs. He will explain everything clearly and answer any questions you may have.
How can Shaun help me plan for my retirement?
Shaun can help you determine how much you need to save for retirement, choose the right superannuation fund, and create a retirement income plan that meets your needs. He will guide you through the complexities of retirement planning and ensure you are well-prepared for your future.
What is the cost of Shaun's financial advice services?
The cost of Shaun's services will vary depending on the complexity of your situation and the type of advice you require. He will provide you with a clear and transparent fee structure upfront, so you know exactly what to expect.
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