Shaun Haden

Executive summary 

Shaun is a Wealth Adviser in BDO’s Private Wealth team in Brisbane. He works with individuals, families, and not-for-profits on wealth creation strategies, helping them understand their financial situation in light of their goals so they can make informed decisions about their future. Shaun also works with high net worth individuals and families, and understands how unique their investments and challenges can be.

His passion for helping people live better lives by improving their financial situations led Shaun to start his financial services career in 2007, a critical period for the sector and the world (due to the global financial crisis). Since then, he has gained significant experience and fine-tuned his ability to help people with a broad range of financial services. 

Expertise 

• 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 

Experience 

• Engaging with a law firm to provide financial health checks for their new partners

• Working with foundations and not-for-profits to develop strategic investment plans to meet their objectives.

Qualifications and affiliations 

• Bachelor of Business (Financial Management and Economics)

• Diploma of Financial Planning 

• Advanced Diploma of Financial Planning 

• Certified Financial Planner

• Member, Financial Planning Association of Australia (FPA) 

Professional engagements and activities 

• Long-term member of BDO Private Wealth’s Internal Research Committee, assessing our client investments approach, strategy, and benefits.