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Shaun Clements

Financial Adviser

NOR Financial
Joondalup, WA 6027

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About

Shaun Clements is an ASIC-registered financial adviser based in Joondalup, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Shaun holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and a Master of Financial Planning, demonstrating a strong commitment to ongoing education and excellence in the field. He completed his Ethics & Professionalism in Financial Advice training in 2020, ensuring his advice is always ethical and client-focused. Shaun is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also specialises in investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services Shaun provides: • Superannuation advice to help you grow your retirement savings • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to build long-term financial security • Tailored retirement planning to ensure a comfortable future • Investment advice covering a range of financial products If you're looking for expert financial advice to help you achieve your dreams, contact Shaun today for a consultation.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000524371

Verify on ASIC Register

Authorised Representative Number

000290099

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Shaun Clements provide?

Shaun provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What are Shaun Clements' qualifications?

Shaun holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and a Master of Financial Planning. He also completed Ethics & Professionalism in Financial Advice training.

What can I expect during my first meeting with Shaun?

During your first meeting, Shaun will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a plan to help you achieve your objectives, explaining all options clearly and answering any questions you may have.

How can Shaun Clements help me with retirement planning?

Shaun can help you develop a comprehensive retirement plan that takes into account your current savings, projected income, and desired lifestyle. He can also advise you on the best strategies for maximizing your superannuation and other investments to ensure a comfortable retirement.

Why is it important to seek financial advice?

Seeking financial advice can help you make informed decisions about your money, manage your risks, and achieve your financial goals. A financial adviser can provide personalised guidance based on your individual circumstances and help you navigate the complexities of the financial landscape.

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.