Shaena Snyman
Financial Adviser
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About
Shaena Snyman is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Shaena holds a Graduate Diploma in Financial Planning from Kaplan Professional (2021) and a Master of Financial Planning from Kaplan (2024), ensuring she is equipped with the latest knowledge and strategies to serve her clients effectively. Shaena is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Shaena can provide expert guidance and support. Her key services include: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management strategies • Retirement planning • Investment advice including securities and government debt securities Shaena is committed to building long-term relationships with her clients, based on trust, transparency, and a deep understanding of their individual needs and circumstances. Contact Shaena today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Shaena Snyman offer?
Shaena Snyman provides advice on superannuation, insurance (Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, and investments including securities and government debt securities. She can help you grow your wealth, protect your assets, and plan for a comfortable retirement.
What qualifications does Shaena Snyman have?
Shaena Snyman holds a Graduate Diploma in Financial Planning from Kaplan Professional (2021) and a Master of Financial Planning from Kaplan (2024).
What is the process for working with Shaena Snyman?
The process typically starts with an initial consultation to understand your financial goals and current situation. Shaena will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments will ensure your plan remains aligned with your needs and circumstances.
What can I expect from a consultation with Shaena Snyman?
During a consultation with Shaena, you can expect a thorough assessment of your financial situation, a clear explanation of available options, and a collaborative approach to developing a personalized financial plan. Shaena is committed to providing transparent and easy-to-understand advice.
How can Shaena Snyman help me with my superannuation?
Shaena can provide advice on all aspects of superannuation, including choosing the right fund, consolidating multiple accounts, making contributions, and planning for retirement income. She can help you optimize your superannuation to achieve your retirement goals.
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