Shaun Mcwilliam
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 Mcwilliam is an ASIC-registered financial adviser dedicated to helping individuals and families in Newtown, VIC, achieve their financial goals. With a solid foundation built upon an Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Planning (2006) and a Certificate IV in Finance and Mortgage Broking from Traineeship Management Australia (TMA) (2006), Shaun continually updates his expertise, including specialized knowledge in Margin Lending and Geared Investments from Kaplan Higher Education Pty Limited (2010), along with essential financial planning areas like Economic & Legal Context, Ethics and Professionalism, and Tax for Financial Advising, all completed through Kaplan Higher Education Pty Limited. Shaun is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for every client. This includes superannuation advice, insurance, wealth management, and retirement planning, in addition to Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Shaun today to schedule a consultation and discover how personalized financial advice can make a difference.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Shaun Mcwilliam offer?
Shaun Mcwilliam provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What qualifications does Shaun Mcwilliam have?
Shaun holds an Advanced Diploma of Financial Services (Financial Planning), a Certificate IV in Finance and Mortgage Broking, and has completed courses in Margin Lending and Geared Investments, Economic & Legal Context for Financial Planning, Ethics and Professionalism in Financial Advice and Tax for Financial Advising.
What is involved in Shaun's financial planning process?
Shaun's process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a tailored financial plan. He then helps you implement the plan and provides ongoing support and reviews.
How can wealth management advice from Shaun Mcwilliam benefit me?
Shaun can help you create a personalized wealth management strategy that aligns with your risk tolerance, investment goals, and time horizon, helping you grow and protect your wealth.
What should I expect during my first meeting with Shaun?
During your first meeting, Shaun will discuss your current financial situation, your goals, and your concerns. This is an opportunity for you to get to know Shaun and for him to understand how he can best assist you in achieving your financial objectives.
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.