Sean Taylor

Memberships & Qualifications:

FASEA Qualified

Graduate Diploma of Financial Planning

Bachelor of Psychology

A goal-oriented and purpose driven personality, Sean’s ultimate goal is to achieve positive outcomes and promote success in others.

Prior to entering into the field of Financial Planning, Sean travelled the world and held various job titles. Through his Adventure Guide work, Tutoring, National Account Manager role in recruitment, and Paraplanning positions specifically, Sean laid down solid foundations in a number of soft skills including communication, problem-solving, interpersonal skills, teamwork and leadership.

With a passion for helping people, Sean came to the realisation early in his working and volunteering experience that many mental health issues stem from financial uncertainty. This led him to pursue a career as a Financial Adviser. Sean is currently specialising within the areas of Wealth Management, Insurance and Holistic Advice and firmly believes that with tailored financial guidance and support, many mental health issues can be prevented or a least mitigated later in life.

Sean’s wealth of life experience, coupled with an undergraduate degree in psychology, provides him with a distinct and empathetic advantage when engaging with his clients.

When not in the office, you can find Sean enjoying the great outdoors. From land to sea, he is actively involved in a number of community-based initiatives with a focus on delivering positive impact. An avid Surf Lifesaver, Sean’s Rowing Club recently competed in the 2022 Australian Surf Life Saving Championships and placed fourth in the country.