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5.00
1 Review

Connor Shears

Assurity Financial Planning

Bronze
3 Yrs Experience
Busselton, WA 6280

I am a dedicated financial adviser at Assurity Financial Planning, located in Busselton, WA. With over 6 years of experience in the Financial Services Industry, I specialises in retirement planning, personal insurance, and wealth creation. I holds a Bachelor of Business, Majoring in Finance, and a Graduate Diploma in Financial Planning.

I have previously been involved in the Emerging Professionals Network hosted by the Financial Planning Association of Australia (FPA), where he engaged students in financial planning. I strongly commit to understanding each client's unique needs and providing tailored strategies ensures each clients can confidently achieve their financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2022
  • Years of experience 3
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Assurity Financial Planning

Suite 2B, 9 Harris Road
Busselton, WA 6280

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Mont Partners Pty Ltd

AFSL 511061