Shaun Trewin

CA BCom GDipAcc

Authorised Representative: 000444132

Private Client Adviser

"A companies share price is driven by its earnings"

Shaun is a Chartered Accountant, he also studied a Bachelor of Commerce at the Royal Melbourne Institute of Technology. Shaun worked as an Accountant with WHK and an analyst with Patties Foods prior to stockbroking. Shaun spent a number of years working as a Private Client Adviser for Ord Minnett Ltd among others in Sydney before joining Morgans in Scone.

Services and specialities

  • Fixed Interest and Cash Management
  • Options and Warrants
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Shaun focuses on the fundamentals of a company for long term value realisation. Given his experience inside businesses he pays particular attention to the workings of a company prior to recommending them as investments. Shaun has a number of characteristics he looks for when selecting companies as investments.

Industry Education & Experience

  • Graduate Diploma of Chartered Accounting, The Institute of Chartered Accountants in Australia, 2012
  • Bachelor of Commerce, RMIT, 2008
Professional Associations
  • Institute of Chartered Accountants Australia
  • Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
Approved Competencies
  • Derivatives Level 1
  • Generic
  • Managed Investments
  • Securities
  • Superannuation
I am employed by Parawarn Pty Ltd which operates the business of Morgans Financial Limited - Scone. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Parawarn Pty Ltd, I may be entitled to a share of profits.