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Shawn Hennig

Financial Adviser

Hamilton Morello / Hamilton Morello Wealth Solutions Pty Ltd
Forest Hill, VIC 3131

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About

Shawn Hennig is an ASIC-registered financial adviser based in Forest Hill, Victoria, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Economics from Monash University (1989) and a Graduate Diploma in Applied Finance from the Securities Institute (1994), Shawn brings a wealth of knowledge and experience to his clients. He is also a Certified Financial Planner (CFP) with the FPA and a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional and ethical standards. Shawn is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist you with Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Shawn focuses on creating tailored financial strategies that meet your unique circumstances and aspirations. Key services offered: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your family's future, Shawn can provide the expert advice you need. Contact Shawn today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Superannuation strategies Retirement planning Wealth accumulation Risk management Insurance solutions Investment advice

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000507160

Verify on ASIC Register

Authorised Representative Number

000247535

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Shawn Hennig provide?

Shawn Hennig provides advice on a range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.

What qualifications does Shawn Hennig have?

Shawn Hennig holds a Bachelor of Economics from Monash University and a Graduate Diploma in Applied Finance from the Securities Institute. He is also a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA).

What is the first step in working with Shawn Hennig?

The first step is to schedule a consultation to discuss your financial goals and current situation. This allows Shawn to understand your needs and determine how he can best assist you.

How does Shawn Hennig create a financial plan?

Shawn creates personalized financial plans based on a thorough understanding of your financial situation, goals, and risk tolerance. He takes a holistic approach to ensure all aspects of your financial life are considered.

What can I expect during a consultation with Shawn Hennig?

During a consultation, you can expect a professional and informative discussion about your financial goals, current financial standing, and any concerns you may have. Shawn will explain his services and how he can help you achieve your objectives.

Get in Touch

Contact Shawn directly for personalised advice.

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.