Shaun started within the Financial Services Industry in 1987 with Colonial Mutual focusing on life insurance and savings plans. In 1992 Shaun made the decision to move into full Financial Planning advice and began studying for his DFP accreditation. In 2011 after 24 years in the industry, Shaun sold his Melbourne client base and moved to Gold Coast with his family.
As a Certified Financial Planner, one area that had concerned Shaun for many years was servicing the "accumulator" type client – the “Mums & Dads” who are going through the most expensive part of their lives with debt, children, education costs, etc. These are the clients who arguably received the least level of service from the industry yet require it the most.
In 2013, after moving his Financial Planning business to the Gold Coast, Shaun saw the potential and as a result Fincoach Direct was born.
Christian met Shaun in 2014. At the time Shaun was pitching the Fincoach Direct concept to potential investors.
During the presentation, Christian realised the potential. Fincoach Direct solved the problem he was having at the time - how balance the stress of providing for his family, paying down the mortgage and ensuring his wife and children live a comfortable life.
Now, Christian is part of the Marketing and Sales Team at.
Financial Planner - Financial Coaching Australia Kaplan Professional Bundall BC, Queensland, Australia.
Michele is our Office Manager extrodinair!
Once you are up and running with your plan, Michele will be in constant contact, making sure you understand what is going on and there to answer your questions