Shaun is the head of Financial Planning for Westwoods BGA Financial Services. With many years of experience in the financial planning industry, Shaun has extensive knowledge across a broad range of financial planning services. He specialises in personal protection and wealth accumulation planning for individuals, families and businesses as well as pre-retirement and retirement transition planning for retirees.
“In my experience, the key is to keep it simple. It’s also about listening to my clients – understanding their needs and aspirations – in order to map out the steps needed to help them reach their financial and personal goals.”
Shaun likes spending time and getting outdoors with his family, staying in shape and active at the gym. He enjoys travel and experiencing new cultures and reading and learning about new ways to optimise life and business.