Expertise:Investments, Tax, Trusts, Retirement Planning
Cell:082 900 0861
Shaun has been in the financial services industry for 30 years in various capacities. His last position, before starting Providence Wealth (Pty) Ltd, was that of Managing Director of Hollard Wealth. He managed the Wealth business and fulfilled the role of Head of Distribution. Prior to this, he was Head of GTC Private Clients as well as a Senior Financial Planner.
He is a Certified Financial Planner and holds a Post Graduate Diploma in Financial Planning from The University of the Free State.
Shaun’s specialisation is in Investment planning, Estate planning, Tax planning, Trust structuring (both locally and offshore) and financial coaching. His passion is to see the financial services industry change from one that is product/commission-led to one which is advice-led.
Shaun became a Financial Planner because: “I wanted to make a meaningful change in clients’ lives.”