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Shaun Thatcher

Financial Adviser

Thatcher Financial Group
Greensborough, VIC 3088

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 Thatcher is an ASIC-registered financial adviser based in Greensborough, VIC, dedicated to helping Australians achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2002, and ongoing commitment to professional development exemplified by completing Ethics & Professionalism in Financial Advice through Kaplan Professional in 2021, Shaun possesses a wealth of knowledge and experience to guide you through the complexities of financial planning. As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Shaun adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Shaun can assist you with: • Superannuation advice to maximise your retirement savings • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to grow your wealth over time • Tailored retirement planning to ensure a comfortable and secure future • Investment strategies aligned with your risk tolerance and financial objectives Ready to take control of your financial future? Contact Shaun today for a consultation and let's build a plan that works for you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Strategies Wealth Accumulation Risk Management Insurance Solutions Investment Advice SMSF Advice

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000520186

Verify on ASIC Register

Authorised Representative Number

000315292

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Shaun Thatcher offer?

Shaun Thatcher specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with investments and risk management.

What qualifications does Shaun Thatcher have?

Shaun Thatcher holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) and has completed Ethics & Professionalism in Financial Advice through Kaplan Professional.

How does Shaun Thatcher approach financial planning?

Shaun takes a client-focused approach, working closely with you to understand your financial goals and develop a personalised plan to help you achieve them. This involves a thorough assessment of your current financial situation, risk tolerance, and future aspirations.

What professional associations does Shaun Thatcher belong to?

Shaun Thatcher is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, demonstrating his commitment to upholding high ethical and professional standards.

What should I expect during my first meeting with Shaun Thatcher?

During your initial consultation, Shaun will discuss your financial situation, goals, and risk tolerance. This is an opportunity for you to ask questions and get to know Shaun's approach to financial planning. There is no obligation to proceed with any advice following the initial meeting.

Get in Touch

Contact Shaun 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.