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Shaun Trewin
CA BCom GDipAcc
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.
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.
Services and Specialties
Options and Warrants
Stockbroking
Superannuation Advice
Fixed Interest and Cash Management
Wealth Management
Self-Managed Super Funds
Qualifications and Professional Affiliations
Graduate Diploma of Chartered Accounting
Bachelor of Commerce
Superannuation Accreditation Program
Accredited Derivatives Adviser Level One
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Institute of Chartered Accountants Australia
Competencies
ASIC Financial Advisers Register
Superannuation
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
Managed Investments
Tax (financial) Adviser
Derivatives Level 1
Generic
Securities
I am employed by Parawarn Pty Ltd which operates the business of Morgans Financial Limited - Scone. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Parawarn Pty Ltd, I may be entitled to a share of profits.
