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Shawn Delaney

Financial Adviser

PLI Financial
Hamilton, VIC 3300

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About

Shawn Delaney is an ASIC-registered financial adviser based in Hamilton, VIC, dedicated to helping clients achieve their financial goals with tailored advice and personalized strategies. Shawn holds a Bachelor of Business from La Trobe University (2007) and a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008). Furthering his expertise, he completed studies in Self Managed Superannuation Funds (2012) and the Accredited Listed Product Adviser Program (2021), both through Kaplan Professional. Shawn is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He specializes in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities, ensuring comprehensive support for your financial well-being. Key services include: • Superannuation advice to optimize your retirement savings • Insurance solutions to protect you and your family • Retirement planning to secure your future • Investment strategies to grow your wealth Ready to take control of your financial future? Contact Shawn today to schedule a consultation and discover how personalized financial advice can make a difference.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Insurance solutions Investment life insurance Life risk insurance Retirement savings accounts

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000246679

Verify on ASIC Register

Authorised Representative Number

000325173

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Shawn Delaney offer?

Shawn Delaney provides advice on superannuation, insurance, and retirement planning. He is also authorized to advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Shawn Delaney have?

Shawn holds a Bachelor of Business from La Trobe University (2007), a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008), and has completed further studies in Self Managed Superannuation Funds and the Accredited Listed Product Adviser Program, both through Kaplan Professional.

How can Shawn Delaney help me with retirement planning?

Shawn can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes strategies for maximizing your superannuation, managing investments, and ensuring a comfortable retirement lifestyle.

What is the first step in working with Shawn Delaney?

The first step is to schedule a consultation. During this meeting, Shawn will discuss your financial situation, goals, and concerns to determine how he can best assist you.

Why should I choose Shawn Delaney as my financial advisor?

Shawn offers personalized financial advice based on years of experience and a commitment to helping clients achieve their financial goals. He takes the time to understand your unique circumstances and develop strategies that are tailored to your specific needs.

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.