I enjoy seeing the confidence and relief that clients feel after engaging with our integrated financial service offering, knowing that they have the ability to achieve the things that are genuinely important to them.
Earlier career roles in retail management and nursing revealed Shaun’s intrinsic motivations to work directly with and care for clients, and he transitioned into financial services after displaying his natural affinity for finance, accounting and economics throughout secondary school. Excelling at university, Shaun achieved three prizes for highest achieving student, as well as the Medal for Academic Excellence.
Shaun joined the Modoras family in 2022 as Associate Planner, following earlier Associate and customer experience roles at financial planning firms in Toowoomba and Noosa. Shaun particularly enjoys working in investment planning, superannuation, tax planning and minimization strategies and income or entity structuring to power growth. Shaun enjoys the end-to-end nature of his role – from welcoming clients prior to their first appointments, overseeing the development and structure of the advice, through to the implementation process – and the resulting client empowerment that comes when financial certainty is achieved.
When he’s not working with clients to educate and grow their financial confidence and intelligence, Shaun enjoys spending time with friends and family, is an avid jet skier, and is a regular donor for the Australian Red Cross Blood Service.
Make an appointment with Shaun in our Brisbane office today to discover how our wealth team can make THE difference to your financial future.