Sean is a trusted adviser to professionals, medical specialists, managers, entrepreneurs, pre-retirees, and retirees wishing to grow, manage and transition their wealth to the next generation.
Sean holds a Master of Applied Finance, Graduate Certificate of Financial Planning, and an Advanced Diploma of Financial Planning. He has a FASEA approved degree and has successfully passed the national financial adviser exam to meet the new industry standard.
Sean has worked in financial services for a decade in both Australia and overseas and he brings to the table a wealth of knowledge, breadth of professional experience and a strict strategy and implementation discipline having also worked on financial remediation projects in risk and audit.
Intimately understanding the unique financial challenges facing these professionals and their families, Sean delivers tailored advice and bespoke strategies, helping his clients to turn their lifestyle and financial ambitions into reality.
Sean forges lifelong relationships with his clients built on trust. He is proud to provide financial leadership, direction, and accountability to Australians as their lives unfold, their plans change, global events come and go, and markets rise and fall.
Sean joined PSK Private Wealth with a refreshed focus on how to best serve his clients. He aims to build a holistic financial plan and create a long-lasting personal relationship with his clients.
Outside of work, Sean is a devoted husband and father who loves to spend time with his young family, enjoys good food and wine, plays the saxophone, and loves to travel and explore new destinations.
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