Shaun Haden

Shaun is a Wealth Adviser in the Private Wealth team at BDO in Brisbane. He works with his clients to understand their financial situation so they can make informed decisions about their future to maximise their lifestyle through all stages of life.

Shaun works with individuals, families and not-for-profits to develop wealth creation strategies and assist them in understanding if they are on track to achieve their goals. Shaun is also a member of BDO Private Wealth Advisers’ internal research committee and assesses the approach, strategy and benefits of investments for clients.

If you are looking for tailored, holistic financial advice, contact Shaun today.

Services

• Holistic financial planning
• Investment and wealth creation strategies
• Superannuation and retirement planning
• Investment portfolio management services
• Risk management through personal insurance
• Budgeting, cash flow management and debt reduction
• Estate planning

Sectors

• Estate planning
• Not-for-profit
• Senior living and aged care

Key Assignments

• Member of BDO Private Wealth Advisers’ internal research committee
• Engaging with a law firm to provide financial health checks to their new partners
• Working with foundations and not-for-profits to develop strategic investment plans to meet their objectives

• Bachelor of Business (Economics and Financial Management)
• Diploma of Financial Planning – Kaplan Professional
• Advanced Diploma of Financial Planning – Kaplan Professional
• Certified Financial Planner (CFP®) – Financial Planning Association of Australia.

Affiliations

• Member of the Financial Planning Association of Australia (FPA)

“I enjoy helping our clients understand the financial path they are on, which allows them to think and plan longer-term. I’m proud to work at BDO because we take a tailored approach to investing our clients’ money; we realise every person has different circumstances and objectives and that should be reflected in their investment strategy.”