SHAUN WALSH

A Senior Financial Planner with over 10 years in the industry, with Crowe Horwath, and more recently with CBA. Serviced clients across the Central West NSW region, with a strong focus on the local areas of Forbes, Parkes, and Cowra.

Specialised in providing Financial Advice with a tailored approach to ensure clients meet their financial goals now and in the future.

Experience covers Superannuation, Self-Managed Superannuation Funds, and Risk Insurance through to retirement planning, entering aged care, debt reduction, and wealth accumulation.

Having grown up in the area, have in-depth knowledge and understanding of the requirements of a diverse client base in the region and trusted as a member of the community. Clients have ranged from families, primary producers, and a number of small businesses across a range of industries such as education, health, professional services, to mining, agriculture, and building, as well as local government.