Sean has been a financial adviser since 1998. He holds a Bachelor of Business, Finance Major (UTS), a Graduate Diploma in Financial Planning (SIA), and holds the Financial Planning Association peak international certification of Certified Financial Planner.
Sean has a comprehensive knowledge of wealth management from an investment, structuring, asset protection, and estate planning perspective. Sean is a strong believer that sound planning, structuring, and patience are the keys to ensure clients make the most of their personal circumstances. His key goal is to provide a trusted, successful, and enjoyable advice relationship.