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DIRECTOR | FINANCIAL PLANNER / COAST. FAMILY. ADVENTURE.

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Shaun O'Farrell

Director | Financial Planner

For Shaun, financial advice is about giving people confidence, not just managing money. He works alongside individuals and families to simplify complexity, helping them make informed decisions and enjoy life knowing their financial future is well planned.

Shaun O'Farrell

Coast. Family. Adventure.

When he's away from the office, Shaun is happiest outdoors with his family. Whether it's camping, snowboarding, exploring the coastline or escaping for a weekend adventure, he values the opportunity to slow down, reconnect and create lasting memories. Those experiences keep him grounded and remind him what financial success is ultimately designed to support.

 

Shaun O'Farrell

Director | Financial Planner

For Shaun, financial advice is about giving people confidence, not just managing money. He works alongside individuals and families to simplify complexity, helping them make informed decisions and enjoy life knowing their financial future is well planned.

BIO

About Shaun

For Shaun, financial advice is about giving people confidence, not just managing money. He works alongside individuals and families to simplify complexity, helping them make informed decisions and enjoy life knowing their financial future is well planned.

With more than two decades of experience, Shaun specialises in retirement planning, self-managed superannuation, small business advice, personal risk insurance, estate planning and aged care. A Certified Financial Planner®, he is known for building lasting relationships and providing practical advice that evolves as life changes.

Outside work, Shaun enjoys mountain biking, snowboarding and experimenting with his latest home-brewed beer.

S
SHAUN’S FEATURED CONTENT

Resources

Wealth, Family Office, Families Who Thrive - 8 min read

The Great Wealth Transfer

Why the next decade will refine how families think about wealth Across Australia, we are entering one of the most significant financial shifts in mode...

Wealth, Super, Tax - 9 min read

Division 296 tax: what high-balance super members need to do now

From 1 July 2026, Division 296 will introduce additional tax on superannuation balances above $3 million. For many Australians, this will be a margina...

Interactive Healthy Business Survey

20 questions every business owner should answer

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