Shaun Au

Senior Financial Advisor

Contact Shaun

M 0438 652 613


  • Bachelor of Commerce – University of Western Australia
  • Master of Business Administration – University of Western Australia
  • Advanced Diploma of Financial Planning
  • Certified Financial Planner certification.

Professional Memberships

Financial Advice Association Australia (FAAA)

Specialist Accreditation

Self-Managed Superannuation Fund specialist

Shaun Au

With over 17 years of experience in financial planning in the boutique space and global institutions, Shaun is well-positioned to assist clients in making appropriate strategic decisions in their financial world.

Building financial independence can often be time-consuming and complex. Shaun and his team provide a holistic, bespoke and personalised advisory service to overcome this and formulate a clear plan.

Every client is on a unique journey, and Shaun strives to deliver clarity, insight and partnership in all areas of their financial life. Shaun’s role in your journey is to help you:

  • Make intentional choices – based on your values and goals.
  • Build wealth faster than you can alone.
  • Improve your overall financial well-being.
  • Guidance through investment cycles and markets.
  • Identify blind spots and avoid costly mistakes.
  • Understand the impact of your choices on your financial future.
  • Manage changes in legislation and the economic environment.
  • Provide knowledge, perspective, and good judgement.
  • Act as a conduit to fellow professionals (Accountants, Lawyers, Finance Specialists, etc)

Shaun is also involved with the Cancer Council to provide advice and support via the Pro Bono Community Program

Shaun holds a Bachelor of Commerce and Master of Business Administration from the University of Western Australia. He has also attained the Advanced Diploma of Financial Planning and Self Managed Superannuation Fund specialist accreditation, and most recently, the Certified Financial Planner certification.

What Shaun’s clients say about him

  • I have known Shaun for nearly ten years now, and I couldn’t recommend a better planner. Shaun is highly knowledgeable, caring and thorough with his advice. He listens to your specific needs and presents solutions to you clearly and easily to understand. Thank you, Shaun; due to your recommendations, I’m in a much more stable and stronger financial position, both now and in the future.
  • Shaun has been advising me for eight years. In that time, my finances have improved substantially. He has advised me on all areas of finance, not just superannuation. He contacts me regularly and is always available when I need advice on any financial matter. He changes my investments to suit changing environments and circumstances. I would highly recommend him to anyone seeking advice.
  • Shaun is very knowledgeable and professional in providing his advice and services. He has earned my respect for his very ethical and empathetic manner as he clearly understood my circumstances and addressed my future needs whilst ensuring the advice provided remains current and fit for purpose. Regular reviews are conducted, as is assistance or financial advice if needed by myself. His well-thought-out initiatives to manage my portfolio and achieve satisfactory outcomes have been very successful, primarily through the last few difficult years. I recommend Shaun very highly.
  • Shaun has been outstanding in assisting my wife and me to understand better how to manage our spending/savings/ and the direction of investments. He has been very comprehensive in highlighting how our assets are working for us and highlighting the current market and trends. We are super impressed with how Shaun knows precisely where we are financially, and he encourages us to work harder on savings.