Shaun Bitter
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Shaun Bitter is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Shaun holds a Bachelor of Business (Financial Planning with Distinction) from RMIT, an Advanced Diploma of Financial Services (Financial Planning) from Kaplan, and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA). Further enhancing his expertise, Shaun is also a Life Risk Specialist and has completed FPC002B Ethics and Professionalism in Financial Advice. Authorised to provide advice on a broad range of financial products, Shaun specialises in superannuation, insurance, and wealth management strategies. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities, ensuring a holistic approach to your financial well-being. • Superannuation advice and retirement planning • Wealth creation and investment strategies • Life, TPD, and income protection insurance • Strategic financial planning • Estate planning With a commitment to ethical and professional conduct, Shaun Bitter is your trusted partner in navigating the complexities of the financial landscape. Contact Shaun today to arrange a consultation and take control of your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What services does Shaun Bitter offer?
Shaun Bitter specialises in providing advice on superannuation, insurance, wealth management, and investment strategies. He offers tailored financial plans to help clients achieve their financial goals, covering areas like retirement planning, wealth creation, and risk management.
What qualifications does Shaun Bitter hold?
Shaun Bitter is a Certified Financial Planner (CFP) and holds a Bachelor of Business (Financial Planning with Distinction) from RMIT. He also has an Advanced Diploma of Financial Services (Financial Planning) from Kaplan and is a Life Risk Specialist.
What is the process of working with Shaun Bitter?
The process typically begins with an initial consultation to understand your financial situation and goals. Shaun will then develop a personalised financial plan tailored to your specific needs. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving circumstances.
What can I expect during my first meeting with Shaun Bitter?
During your first meeting, Shaun will discuss your financial goals, current situation, and risk tolerance. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity for both of you to determine if you are a good fit for each other.
How does Shaun Bitter stay updated with the latest financial regulations and industry best practices?
Shaun is committed to ongoing professional development and regularly participates in industry training and seminars. He is a member of the Financial Advice Association of Australia (FAAA) and completed FPC002B Ethics and Professionalism in Financial Advice, ensuring he adheres to the highest ethical standards and stays informed about the latest regulatory changes.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.