Shaun Albert – Private Wealth Manager

Shaun is a big believer in helping people have clarity in their financial situation to meet their lifestyle and financial objectives.

Since 2013 Shaun has worked in a range of different roles, sharpening his skills to be able to provide complex holistic financial advice for all life stages.

Working with Shaun you will have greater confidence around your financial situation and be assisted to make more informed decisions to secure your financial future.

Shaun specialises in wealth accumulation strategies, retirement planning, tax structuring, insurances, family, and Estate planning strategies. He holds Graduate Diploma in Financial Planning and is currently undertaking his Master of Financial Planning qualification. In his spare time, Shaun will be running around after his young family at parks, cafes and play centres.

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