"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
- Superannuation Advice
- Wealth Management
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
- Institute of Chartered Accountants Australia
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
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.
- Derivatives Level 1
- Managed Investments