Shaun Rasulov

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Authorised Representative: 000467018

Wealth Adviser

"To help achieve clients goals, I structure a portfolio made up of a diversified basket of high quality investments that are aligned with the values of my clients."

Shaun is an experienced adviser committed to finding solutions to client's problems and to helping clients achieve their goals. Shaun has a deep knowledge of investment structures and the tax implications of investments.

Services and specialities

  • Financial Planning
  • Fixed Interest and Cash Management
  • Investment Advice
  • Portfolio Administration
  • Retirement and Estate Planning
  • Self Managed Super Funds

Industry Education & Experience

Qualifications
  • Advanced Diploma of Financial Planning, , 2016
  • Bachelor of Business (Accounting), CQU, 2007
  • Diploma of Financial Planning, Mentor Education, 2014
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Securities
  • Superannuation
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me as your adviser by way of salary and percentage of fees.