Beginning his career during the depths of the Global Financial Crisis, Shaun views personal wealth through a lens of managing risks and capitalising on opportunities. His initial curiosity turned into a passion and led to over 12 years of investing and industry experience.
His experience includes time in London at Goldman Sachs, where he built relationships with institutional clients and assisted in managing their large equity-based portfolios, giving Shaun a truly global perspective. Returning to Australia in 2016 and having managed his own family’s wealth for a number of years, Shaun pivoted into wealth management, spending 3 years at Morgan Stanley assisting with the provision of advice to high-net-worth families.
Shaun then gained further experience at a boutique financial advice practice before joining Dozzi in early 2021. Seeing both the good and the bad during his time, Shaun was deeply motivated to join a firm that aligned with his core values of delivering genuinely personalised, client-centric, and conflict-free advice to a limited number of clients. He found this at Dozzi, where his fulfilment comes from building deep relationships with his clients and tailoring creative and detailed solutions to their evolving and often complex needs.
Shaun holds a Bachelor of Business majoring in Finance from Queensland University of Technology, as well as a Graduate Diploma in Financial Planning. He is currently finalising his studies to obtain the Certified Financial Planner™ designation, the highest financial planning industry designation in the world.